Shanghai Asia Business Investment Consulting Preface: Don’t be afraid of the ups and downs of the market, decipher the funds on the Dragon and Tiger List, track the trends of front-line hot money and institutional funds, and identify short-term hot spots and strong stocks.
1. Market sentiment
The Shanghai Stock Exchange Index fluctuated within a narrow range yesterday, the ChiNext Index fell more than 1% during the session, and the yellow and white lines were differentiated. Huawei Star Flash concept stocks rose in the afternoon, and Ronglian Technology was closed. The Belt and Road Initiative and the revitalization of the Northeast sector strengthened, Longjiang Transportation had 5 rebounds in 6 days, and Jilin Expressway hit the daily limit. The ST sector continues to be active. *ST Oceanwide has recorded 13 boards in 17 days. The stock price has increased nearly three times in more than two months. More than ten stocks such as ST Tongpu and *ST Xinhai have hit their daily limits.
In terms of decline, photolithography machine and photoresist concept stocks continued to adjust. Oriental Jiasheng, Jinghua Laser, and United Precision fell by the limit, and Sudaweige and Wavelength Optoelectronics fell by more than 10%.
In terms of sector concepts, the Northeast Revitalization, Expressway, Cement, Heparin and other sectors were among the top gainers, while HEPS, tourism, terahertz, lithography and other sectors were among the top losers. The total turnover of the two cities was 635 billion yuan, a decrease of 63.5 billion yuan from the previous trading day. Generally speaking, individual stocks fell more than they rose, with more than 3,800 stocks in the two cities falling.
In terms of individual stock sentiment, the contrast between the rise and fall of stocks in the two cities was 1038:3855, and the comparison of the rise and fall of stocks in the two cities was 33:9. 10 stocks exploded, with a blast rate of 25%, and the net sales of northbound funds were 2.4 billion yuan. On the market, the market as a whole continued its weak consolidation trend. The transaction volume of the two cities hit a new low for the year, and the short-term sentiment was relatively sluggish.
However, "land quantity is followed by land price", and the extreme shrinkage of quantity energy also means the exhaustion of the market's downward momentum. Under the background of no fall, there may be a certain expectation of recovery and rebound in the subsequent market, so we should pay attention to the market in the future. It is a new hot spot that can form a high-volume resonance with the index.
Data source: Financial Associated Press
Yesterday afternoon, Huawei’s Star Flash Concept rose rapidly and performed strongly. On the news, according to Huawei Terminal’s official Weibo yesterday, Huawei will release the Huawei MatePad Pro 13.2-inch flagship new product at Huawei’s autumn full-scenario new product launch conference on September 25. This model will support StarLight technology for the first time, and will be compatible with the new generation The connection of Huawei M-Pencil is faster and more stable, and the writing and drawing experience is smoother.
Data source: Flush
2. Fund focus
1. Dragon and Tiger Decryption:
According to the analysis of the capital data of the Dragon and Tiger List on September 19, the top five net purchases of funds on the Dragon and Tiger List are Huaying Technology, Rijiu Optoelectronics, Ronglian Technology, Yiming Pharmaceutical, and Gaohong Shares , with net purchases of 151 million yuan each. , 53.64 million yuan, 51.62 million yuan, 41.66 million yuan, 40.52 million yuan. The top of the list of funds is Huaying Technology, a stock in the optical optoelectronics sector.
The above data comes from Flush. The individual stocks involved in the article are for display only and are not intended to be shared tips. They do not constitute investment advice. Please operate at your own risk.
2. Top three funds on the Dragon and Tiger list
① Huaying Technology ( 000536 ) , yesterday won the top spot on the Dragon Tiger List. It belongs to the sector: Optics and Optoelectronics, with a net purchase of 151 million yuan, and institutional buying was obvious. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. The actual controller of the company is the Fujian Provincial State-owned Assets Supervision and Administration Commission, which belongs to the local State-owned Assets Supervision and Administration Commission or local government. The main business is the research and development, production and sales of display panels and display modules. The main products of the module business include large-size module products such as TVs and computer monitors, and small and medium-sized module products such as smartphones, tablets, laptops, POS machines, and industrial control screens.
2. Huaying Technology stated on the interactive platform on September 4 that the company had joined Huawei’s supplier system.
3. Reply from the interactive platform on November 26, 2020: The company’s panel products have been recognized by customers such as Huawei, Transsion Holdings, Samsung, and Lenovo, and it mainly provides a full range of mobile phone and tablet displays ranging from 5.5 inches to 14 inches.
4. Subsidiary Kelishi currently focuses on glass cover business. Its customers are mainly Meizu and ASUS, as well as CYBERNET’s antibacterial medical industrial control products.
5. Subsidiary Huajiacai owns the sixth-generation panel line of metal oxide technology, the cutting-edge technology in the TFT-LCD field. It mainly produces small and medium-sized display panels, and its products are mainly used in smartphones, tablets and other products.
Data source: Flush
②Rijiu Optoelectronics ( 003015 ) , with a net purchase of 53.64 million yuan, belongs to the sector: optics and optoelectronics. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. The company's current main product is ITO conductive film, which is a thin film material with excellent conductive properties and optical properties. It is the most commonly used high-transmittance optical conductive film material for the preparation of touch screens and other devices, and can be used in various types of touch controls. Mode of human-computer interaction terminal scenarios, including consumer electronics, commercial display, industrial control, office, education and other scenarios.
2. According to Huawei Terminal Weibo, Huawei Mate X5 is now on sale, starting at 12,999 yuan. Huawei will hold Huawei’s autumn full-scenario new product launch conference at 2:30 pm on September 25. Huawei insiders confirmed to reporters that the above-mentioned launch conference includes the release information of new mobile phone products.
3. Interaction on September 14: The company’s end customers include Huawei. The specific application model is a commercial secret and cannot be disclosed.
4. The company stated in its semi-annual report that the folding-resistant OCA optical adhesive developed by the company has completed preliminary development and process verification, and is in the process of client certification of samples.
Data source: Flush
③Ronglian Technology ( 002642) , with a net purchase of 51.62 million yuan, belongs to the sector: computer applications. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. According to Huawei’s official news, Huawei will hold an autumn new product launch conference on September 25. Huawei MatePad will support StarLight technology, and Huawei FreeBuds Pro 3 will be the world’s first Bluetooth headset to apply StarLight technology.
2. Interaction on September 8: The company is a governing unit of the Star Flash Alliance; the company is a long-term partner of Huawei's enterprise-level products. In recent years, it has had comprehensive cooperation in the fields of products, services, cloud, digital energy, and intelligent manufacturing.
3. In terms of data services, the company helps customers discover the value of data with one-stop services and provides data integration services for the entire life cycle of customer data. The company will provide users with independently developed data products and partner data products in the four stages of data collection, data storage, data management and data application, and provide users with professional data services.
4. The company continues to strengthen its integrated technical service capabilities, actively explores the cloud service and distributed database market, and achieves breakthroughs in the construction of industry credit innovation projects. During the reporting period, it reached cooperation with Jinshang Bank, Bank of Xi'an, Hebei Bank, and Bank of China Liaoning Branch.
5. The company is expanding its business related to the Belt and Road Initiative, and has previously announced the progress of related cooperation with Malaysia. The company has a good cooperative relationship with Alibaba Cloud in China and looks forward to more powerful Chinese companies jointly expanding the vast areas of the Belt and Road Initiative.
Data source: Flush
3. The top five stocks in which institutional funds participate:
The stock with the highest institutional capital participation among the top five yesterday was Jianhui Information, a company in the automation equipment industry.
1. The company has more than 800 high-end users in Greater China, mainly tertiary hospitals, and its business covers 29 provinces, municipalities, and autonomous regions. The company's automated pharmacy products account for more than 80% of the market in first-tier cities in China. The company's fully automatic batch dispensing robots and medicine delivery robots are independently developed and produced.
2. At the end of 2022, Saudi Arabian enterprises Ajlan Brothers and Jianhui Information established a joint venture in Riyadh. The first cooperative pilot project between Ajlan and Jianhui has been officially launched at Dallah Hospital, the largest private hospital in Saudi Arabia.
3. The company’s cooperation with Alibaba Health, Ping An Health and Tongrentang customers is mainly focused on the field of pharmaceutical retail, and they jointly create a new concept of retail smart pharmacy. Its pharmacies in Beijing and other regions have introduced the company's automatic medicine vending machines.
4. The company’s main products are smart pharmacy projects, intelligent static dispensing center projects, and intelligent pharmaceutical consumables management projects.
5. The joint-stock company (32%) Brocade Guoxin is mainly engaged in the development and sales of medical consumables SPD management systems, medical integration platforms and data centers, as well as providing county medical community solutions.
Data source: Flush
4. The top five stocks with hot capital participation in the Dragon and Tiger List:
Yesterday, the top five stocks on the Dragon and Tiger list all hit their daily limit. Huaying Technology (optics and optoelectronics) has attracted the attention of well-known hot funds; Yiming Pharmaceuticals (chemical pharmaceuticals) has attracted the attention of quantitative funds and quantitative hot funds; Mingke Precision Technology (auto parts) has attracted the attention of quantitative hot funds; *ST In the mid-term (car services), it has attracted the attention of hot money; *ST Bailong (clothing and home textiles) has attracted the attention of well-known hot money.
Data source: Flush
3. Stock height
Stocks with consecutive boards: There were 4stocks with consecutive boards yesterday,a decrease of 3 from the previous trading day.The highest number of consecutivestocks in the two cities was Longjiang Transportation (Road and Railway Transport), which had four consecutive boards.
In general, in terms of individual stocks: Northeast local stocks Longjiang Transportation 6 days on the 5th board, Harbin Air Conditioning on the 2nd board, Mingke Precision Technology in the automotive industry chain on the 2nd board, and Jindi Shares on the 2nd board.
Although the market has opened up, the reduction in quantity is also a fact. In the context of the lack of new hot spots in the market, some funds can only choose to continue to group high-priced stocks. Among them, Huawei concept stock Huaying Technology has exceeded the daily limit. Driven by it, Jierong Technology once approached the daily limit. Changshan Pharmaceutical once again rose by more than 13%. Short-term funds are still rotating closely around the main axis of Huawei concept.
However, if the market continues to shrink and fluctuate, participation opportunities will still be greatly reduced. Waiting for the increase in volume to be positive is the current top priority.
Reference materials : Tonghuashun, Cailianshe
Statement: “This page is based on public data. The content is for learning reference only and does not constitute investment advice.
Investors should choose carefully, make decisions independently and bear their own risks. Investment is risky, so be cautious when entering the market. "