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 three major indexes collectively rebounded yesterday. The Shanghai Stock Exchange Index opened higher and rose by more than 1%, the Shanghai Stock Exchange 50 Index rose by more than 2%, and the Beijing Stock Exchange 50 Index rose by nearly 6%. Cyclical stocks such as oil and gas, coal, and steel rose across the board, and many stocks such as Zhunyou, Yunmei Energy, Baodi Mining, and Northern Copper rose by their daily limit. The real estate and home improvement and building materials sectors are active. Wole Home Furnishing has 6 consecutive boards, and Zhongdi Investment, Sanxiang Impression, Dinggu Jichuang, and Diou Home Furnishing have closed boards.
Huawei's industrial chain continues to rise, Jierong Technology has 4 boards, Huali Chuangtong, Changshan Beiming, Tuowei Information, etc. have daily limit, Zhongfu Circuit, Century Dingli rose by more than 10%. Consumer stocks such as food processing and liquor rose. Baoli Foods, Lotus Health, and Jinhui Liquor rose by the limit, and Shede Liquor rose by more than 7%.
In terms of sector concepts, sectors such as real estate brokerage, furniture and home furnishing, liquor, and non-ferrous metals were among the top gainers, while sub-new stocks, civil aviation, media, and cotton sectors fell slightly. The total turnover of the two cities was 884.9 billion yuan, which was 139.6 billion yuan higher than that of the previous trading day. In general, individual stocks rose more and fell less, and nearly 4,000 individual stocks in the two cities rose.
In terms of individual stock sentiment, the comparison between the rise and fall of individual stocks in the two cities was 3976: 990 , and the comparison of individual stocks with daily limit and lower limit was 56 : 2. 15 stocks were bombed, with a bombing rate of 28%, and the net purchase of northbound funds was 6.9 billion yuan.
On the disk, the market opened higher and moved higher throughout the day, and the volume performance has been significantly improved compared with last Friday. Moreover, the weighted stocks represented by the procyclicality ushered in the collective replenishment of funds, which further confirmed that the current market is really actively trying to build a bottom. Therefore, under this background, the follow-up will still focus on the 5-day moving average. Before the 5-day moving average is effectively broken, the upward rebound pattern may be expected to continue.
Data source: Financial Associated Press
Home decoration in the real estate industry chain performed well yesterday, and many individual stocks rose by the daily limit. In terms of news, after Guangzhou and Shenzhen, on September 1, Beijing and Shanghai also announced the implementation of the policy of "recognizing houses but not loans".
In addition to the four first-tier cities, Xiamen, Zhongshan, Foshan, Jiangmen, Huizhou, Dongguan, Wuhan, Ezhou, Chengdu, Chongqing, Suzhou and many other places have proposed to implement the policy of "recognizing houses but not loans". Other second-tier and third-tier and fourth-tier cities may follow suit.
Recently, the introduction of more than expected real estate relaxation measures such as the reduction of the down payment ratio, the reduction of the stock loan interest rate, and the "recognition of the house but not the loan" are expected to usher in the peak sales season of the Golden September and Silver October, and the confidence in the property market is expected to reverse.
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 4, the top five net purchases of funds on the Dragon and Tiger List were Yihualu, Annie, Luxi Chemical, Tuowei Information, and Tonghua Golden Horse . The net purchases of funds were 291 million yuan and 171 million yuan respectively. 100 million yuan, 142 million yuan, 99.28 million yuan, and 40.85 million yuan. The top of the list of funds on the Dragon and Tiger List is Yihualu, a stock in the computer application 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
①Yihualu ( 300212 ) , which took the top spot in the Dragon and Tiger List yesterday, belongs to the sector: computer application, with a net purchase of 291 million yuan, and the institutional purchase is obvious . Reasons for the list: Securities with daily closing price increases of 15% with price fluctuation restrictions.
1. Relying on the optical-electromagnetic intelligent hybrid storage capacity, the company builds a new generation of green data center for the city with a high-quality physical computing basic environment and cloud computing, big data, and artificial intelligence service capabilities, and relies on the data lake infrastructure. The government, enterprises, and individuals provide big data infrastructure operation services, data application operation services, and data capitalization services; with Blu-ray storage technology as the core, create enterprise-oriented data storage products.
2. Interactive reply on March 14: The company has deployed data lakes across the country since 2017 to promote the aggregation, governance, and hierarchical and classified storage of regional and local state-owned data. The company's data banking business is positioned as a value-based, capitalized, and market-oriented platform for data elements, realizing the supply and demand of government data, and creating a digital economic infrastructure that empowers the integration and innovation of data elements.
3. The company cooperates closely with Huawei in the storage field, and the E-Hualu Blu-ray disc library storage management platform has passed Huawei's capacitive test.
4. Cloud security business is to provide planning and design consulting services for customers in the planning and design phase of network security system construction around the business and management requirements supported by customer information systems, mainly including network security planning and network security system construction.
5. The ultimate controller of the company is the State-owned Assets Supervision and Administration Commission of the State Council. At present, the company has landed in the data lake, the number of planned racks is nearly 20,000, and the total amount of data entering the lake and entering the lake by agreement is about 600PB.
Data source: Straight Flush
②Annie shares ( 002235 ) , with a net fund purchase of 171 million yuan, belongs to the sector: papermaking. Reason for listing: Securities with a daily gain deviation of 7%.
1. The company's main business is copyright comprehensive service and business information paper service. The company's main products include business information paper, copyright technology and protection business, game virtual currency, etc.
2. According to the 2019 semi-annual report: Based on copyright big data technology, "Copyright Encyclopedia" has collected and organized massive Internet data, and launched multi-dimensional information such as site tracking, box office query, communication analysis, user evaluation, search popularity, and user portraits Serve.
3. Company announcement on September 3, 21: Subsequent upgrade and construction of the copyright big data platform. The rapid development of the Internet requires the company to continuously upgrade and improve the platform according to market and customer needs, including but not limited to upgrades and transformations of systems, data, servers, and supporting software and hardware. ;
In the future, the company will continue to optimize the copyright comprehensive service platform. The company takes "creation means right confirmation, use means authorization, and discovery means right protection" as its product idea. According to the needs and pain points of traditional search, the copyright information search engine - "Copyright Encyclopedia" has been developed.
4. Xiamen Hengqian Property Management Co., Ltd., a wholly-owned subsidiary, is engaged in property management services.
Data source: Straight Flush
③Luxi Chemical Industry ( 000830) , with a net purchase of 142 million yuan, belongs to the sector: chemical raw materials. Reason for listing: Securities with a daily gain deviation of 7%.
1. The company's main business includes chemical new materials, basic chemical and other businesses.
2. The company is the only enterprise in the national chemical fertilizer industry that has three national inspection-free products: urea, compound fertilizer and diammonium phosphate. The "Luxi brand" compound fertilizer produced by the company won the title of "China Famous Brand Product".
3. Subsidiary Shandong Liaocheng Luxi Chemical Fifth Fertilizer Co., Ltd. compound fertilizer, compound fertilizer, by-product hydrochloric acid, sulfuric acid, caustic soda, superphosphate, monoammonium phosphate, diammonium phosphate, packaged slag cement, immonium, chlorosulfur Acids, blended fertilizers.
4. The major shareholder or controlling shareholder or actual controller of the company is involved in a central enterprise.
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 Luxi Chemical, which belongs to the chemical raw material industry. Over the years, the company has continuously improved the park integration, intensification, park-based, and intelligent functions, increased investment in automation, increased automation control facilities, built a smart chemical park management platform, and firmly grasped the favorable opportunity for the conversion of old and new kinetic energy. The comprehensive competitiveness of the new material industrial park has been continuously enhanced.
The advantages of intelligence are obvious. Using the "Internet chemical production management" method, integrating advanced information technology and deeply integrating with production equipment, a smart chemical park management platform consisting of 1 platform, 2 centers, and 10 X management modules has been built, forming a The multi-level prevention and control system of safety and environmental protection management, unified scheduling and control of chemical equipment in the park, so that the comprehensive chemical park with diversified products, complex processes, and large-scale equipment has sufficient safety and environmental protection guarantees, and has been recognized by the Petrochemical Federation It is the first batch of "China Smart Chemical Industry Park Pilot Demonstration Units".
Data source: Straight Flush
4. The top five stocks that hot money participates in in the Dragon and Tiger list:
Yesterday, all the stocks listed in the Dragon and Tiger List tuyere funds had their daily limit. Tonghua Jinma (chemical pharmaceuticals) received the attention of Ningbo Jiefangnan and Beijing Zhongguancun hot money; Gengxing Co., Ltd. (logistics) got the attention of stock speculators and Beijing Zhongguancun hot money; Yunmei Energy (coal mining and processing) got the attention of Shouban mining hot money;* ST Bailong (clothing and home textiles) has attracted the attention of hot money.
Data source: Straight Flush
- stock height
Linked board stocks: There were 7linked board stocks yesterday,an increase of 2 compared with the previous trading day, andthe highest number of linkedboards in the two cities was six.
In general, individual stocks: home furnishing stock Wole Home Furnishing 6 boards, reducer concept Zhongma Transmission 5 boards, Huawei industry chain Jierong Technology 4 boards, home furnishing stocks Mengtian Home, China Decoration Construction, and coal stocks Cloud Coal Energy 2 boards. In the context of a significant recovery in volume, the benign rotation of the sector has strengthened the willingness of funds to chase higher. In addition, if some non-sector linked stocks have plate-based emotional stimulation in the future, it is easy to strengthen their emotions. Therefore, the recent market linking height has been able to break through 5 boards.
Reference materials : Flush, Financial Associated Press
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