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 three major indexes continued to adjust yesterday. The Shanghai Composite Index fell below 3,100 points, the Shenzhen Component Index fell below the 10,000-point mark, and the ChiNext Index continued to hit a new low in more than three years.
Huawei concept stocks bucked the market trend and were active. Jierong Technology once again hit the daily limit, with a cumulative increase of more than 250% in 18 trading days. Guanghong Technology, Ronglian Technology, Tianyi Technology, Changshan Beiming and other stocks were closed.
On the downside, the automotive industry chain fell, with Rhima Precision close to the limit and Hanma Technology falling more than 7%; food, retail and other consumer stocks fell, with Commodity City and Maiquer falling about 7%.
In terms of sector concepts, sectors such as Huawei Star Flash, 6G, optical communications, and shipping were among the top gainers, while sectors such as cotton, dairy, snack food, and integrated die-casting were among the top losers. The total turnover of the two cities was 579 billion yuan, 5.8 billion higher than 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 comparison of the rise and fall of stocks in the two cities was 1008: 3876 , and the comparison of the daily limit and lower limit of stocks was 29 : 0. 6 stocks exploded, with a blast rate of 24%, and the net sales of northbound funds were 4.3 billion yuan.
On the market, the three major indexes fell across the board again. The Shanghai Composite Index fell below 3,100 points and covered the gap on August 28. The Shenzhen Component Index fell below 10,000 points and hit a new low in the past three years. The GEM continued to rise along the 5-day line. Reach down low. Moreover, the market volume yesterday was still less than 600 billion, so the overall weak situation in the market continues.
Data source: Financial Associated Press
On the sector yesterday, the Star Flash concept strengthened again, with Ronglian Technology hitting its daily limit. Star Flash is a full-stack original new generation of wireless short-range communication technology. StarLight provides two air interface access technologies: StarLight basic access SLB technology and StarLight low-power access SLE technology to meet the requirements of ultra-low latency, high reliability, high speed, anti-interference, high security, stringent requirements for precise synchronization, etc.
In terms of news, Huawei Terminal Company has previously announced that it will release a new flagship Huawei MatePad Pro 13.2 inches on September 25. According to relevant news, NearLink "Star Flash" connection technology may be launched for the first time.
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 21, the top five net buying funds on the Dragon and Tiger List are Huali Chuangtong, Changshan Beiming, Ronglian Technology, Jierong Technology, and Guanghong Technology , with net buying of 309 million yuan respectively. , 167 million yuan, 135 million yuan, 131 million yuan, 74.51 million yuan. The top of the list of funds is Huali Chuangtong, a stock in the national defense and military industry 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 Huali Chuangtong ( 300045 ) , yesterday took the top spot on the Dragon Tiger List. It belongs to the sector: national defense and military industry. The net amount of funds purchased was 309 million yuan, and institutional buying was obvious. Reasons for being on the list: Securities with a daily turnover rate of 30% that have price limits.
1. Announcement on September 5: The company received a purchase order for satellite communication core chip products of approximately 210 million yuan from a customer.
2. The company's main business covers satellite applications, simulation testing, radar signal processing, unmanned systems and other directions, providing independent and controllable core components, terminals, systems and solutions for my country's aerospace, defense electronics, special equipment and other national defense markets. plan.
3. Interaction on September 4: The company’s self-developed satellite communication baseband chips have been widely used in government emergency, border 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 Scenarios such as load terminals and data transmission.
4. The company has accumulated rich core technologies in the field of satellite communications. The company early participated in the construction of my country's Tiantong-1 satellite mobile communication system and developed a system suitable for my country's Tiantong satellite communication system (high-orbit satellite communication). baseband chips and launched a variety of mobile satellite phones.
5. The company Yijiaxing can build a network security shooting range, provide a security simulation test environment, support network attack and defense research, and network security equipment and software testing and evaluation. It can provide security testing software, provide static scanning engines, and support software security-related code scanning and vulnerability location.
Data source: Flush
②Changshan Beiming ( 000158 ) , with a net purchase of 167 million yuan, belongs to the sector: computer applications. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. Interaction on September 15: Beiming Software, a wholly-owned subsidiary of Huawei, is an important core strategic partner of Huawei. It cooperates with Huawei in all fields and has five-diamond delivery capabilities in data communications, IT and other products. In Huawei Cloud, Shengteng, There are in-depth cooperation in Kunpeng and other innovative fields.
2. The actual controller of the company is Shijiazhuang State-owned Assets Supervision and Administration Commission. Changshan Cloud Data Center focuses on data center hosting and value-added, data center disaster recovery, cloud platform and smart city operations.
3.RPA (digital robot) is a virtual robot developed by Beiming Software in combination with machine learning and other AI technologies.
4. Beiming Digits cooperated with Tencent to deeply integrate modern information technology with traditional industries and deployed 4 industrial Internet bases in Foshan, Shenyang, Chongqing and Shanxi to help local industrial enterprises achieve "cloud and use data to empower intelligence".
Data source: Flush
③Ronglian Technology ( 002642) , with a net purchase of 135 million yuan, belongs to the sector: computer applications. Reasons for being on the list: Securities with a daily increase deviation of 7%; securities with a daily turnover rate of 20%.
1. 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.
3. 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. The company actively explores the cloud service and distributed database market, and has achieved breakthroughs in the construction of industry information innovation projects.
4. The company is expanding its business related to the Belt and Road Initiative, and has previously announced the progress of related cooperation with Malaysia.
Data source: Flush
3. Institutional funds participate in the top five stocks:
Yesterday, the stock with the highest institutional capital participation among the top five was Gaomeng New Materials, which belongs to the chemical industry.
1. The company’s new energy vehicle glue has cooperated with a number of first-level automotive suppliers. The company's industrial fund invests through the establishment of sub-funds, and its main investment areas cover projects related to the automobile industry chain, including but not limited to automobile trade (including Internet e-commerce), automobile aftermarket services, second-hand car market, automobile parts manufacturing, etc.
2. The company's special glue for cold-formed aluminum has passed the test of many customers in the field of cold-formed aluminum for blister medical packages and has been put into use; the product has passed the application test of customers in the field of cold-formed aluminum for lithium battery flexible packaging.
3. The company is a front-row enterprise in the high-performance composite polyurethane adhesive industry and has advantages in polyurethane elastic materials for high-speed rail tracks, including polyurethane building sealants for waterproofing and buffering, building panel adhesives, waterproof coatings, etc.
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. Ronglian Technology (computer applications) has attracted the attention of Beijing Zhongguancun and Quantification Hot Capital; Jierong Technology (consumer electronics) has attracted the attention of Chen Xiaoqun and Sunanbang Hot Capital; Tonghua Jinma (chemical pharmaceuticals) has attracted the attention of Beijing Zhongguancun and Zuoshou Xinyi Hot Capital Attention; Luopskin (building materials) has received the attention of operator Xinyi Hot Capital; Jinglun Electronics (communication equipment) has received the attention of Xihu International Trade Hot Capital.
Data source: Flush
3. Stock height
Stocks with consecutive boards: The total number of stocks with consecutive boards was4,an increase of 2 from the previous trading day.The highest number of consecutive stocks in the two citieswas Rijiu Optoelectronics (Optics and Optoelectronics), with three consecutive boards.
In general, in terms of individual stocks: In the context of a lack of new hot spots in the market, the direction of highly popular stocks has once again strengthened collectively. Among them, Jierong Technology has hit its daily limit of 12 boards in 18 days, setting a new high in stock price. In addition, Huaying Technology still maintains its trend. The 5-day line fluctuated and moved higher, and once again hit a new stage high.
Therefore, we can see that the more the market is weak, the more closely the funds are grouped at high levels. After high bids continue to open up market space, funds will also choose to follow. In the future, we can focus on whether the second-tier stocks in the back row can once again take the lead in making up for the increase.
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. "