Shanghai Asia Business Investment Consulting Foreword: 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 information
The Shanghai Composite Index fluctuated within a narrow range yesterday, while the ChiNext Index rose and fell. The lithium battery sector rebounded collectively, with Tibet Mining, Jixiang Shares, Yongxing Materials, Jinyuan Shares and other stocks hitting their daily limit. Gaming and media stocks were active, with Cultural Investment Holdings, Publishing Media, Dragon Edition Media, Beijing Culture, etc. closed, and Palm Qu Technology rose by more than 15%.
In terms of decline, many high-priced stocks plunged in the afternoon. Dongan Power, Huifa Foods, and Zhonggong High-Tech Co., Ltd. performed a quasi-sky floor. The share price in the two cities exceeded 40%.
In terms of sector concepts, gaming, pig farming, salt lake lithium extraction, and solid-state batteries were among the top gainers, while shipping, traditional Chinese medicine, CPO, and NVIDIA concepts were among the top losers. The total transaction volume of the two cities was 817 billion yuan, a decrease of 5.5 billion yuan from the previous trading day, and northbound funds bought a net 2.3 billion yuan. Generally speaking, individual stocks rose more than they fell, with more than 3,200 stocks rising in the market.
In terms of individual stock sentiment, the contrast between the rise and fall of stocks in the two cities was 3171:1684, the comparison of the rise and fall of stocks in the two cities was 40:11, and 31 stocks exploded, with a blast rate of 42%.
On the market, after yesterday's general decline, although the market ushered in a certain recovery yesterday, the volume and energy did not increase. The market hot spots during the session showed rapid rotation, and there was still no clear main line leading the rise. The overall rebound The strength is still weak. If you want to stop the decline and stabilize in the short term, you still need a strong positive line to confirm it. Before that, the market is still looking at the weak consolidation pattern of shock and decline.
Data source: Financial Associated Press
Yesterday, the media sector bottomed out and rebounded. Yinsai Group rose by 20cm, Palm Qu Technology rose by more than 15%, Publishing Media, Rebate Technology, Longban Media, etc. hit their daily limits. In terms of news, the State Administration of Radio, Film and Television recently released the public announcement of the planning and filing of key online micro-short dramas in November 2023. There are a total of 305 online micro-short dramas.
Data source: Flush
Second. Investment Jujiao
1. Dragon and Tiger Decryption:
Analysis of the capital data of the Dragon and Tiger List on December 6. The top five net purchases of funds on the Dragon and Tiger List are Donghu High-tech, Yongxing Materials, Suoling Shares, and Keheng Shares , Yinbaoshan New, with net purchases of 206 million yuan, 146 million yuan, 145 million yuan, 113 million yuan, and 108 million yuan respectively. The top of the list of funds is the shareholder Hu in the construction and decoration sector. Hi-tech.
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.The top three funds in the Dragon and Tiger List
①East Lake High-tech（600133), which topped the list of funds yesterday, belongs to the sector: construction and decoration, with a net purchase of 206 million yuan, and institutional buying was obvious. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. On December 5, the company issued an announcement on the progress of major asset sales and related transactions: Recently, the company received the "About Wuhan East Lake High-tech Group" issued by Hubei United Investment Group Co., Ltd., an authorized entity of the State-owned Assets Supervision and Administration Commission of the Hubei Provincial People's Government. The approval of the major asset sales and related transactions of the joint-stock company allows the company to sell 66% of the equity of Hubei Province Road and Bridge Group Co., Ltd. held by the company to Hubei Jiantou Investment Co., Ltd. for cash consideration.
2. Interaction on October 27: The company currently has no plans to acquire the equity of Yangtze Memory. Announcement on October 30: Hubei Road and Bridge, the company's wholly-owned subsidiary, as a member of the consortium, won the bid for the Jingzhou Ring Section of the Erguang Expressway (excluding Libu Yangtze River Highway and Railway Bridge) project, with a planned construction period of 1,440 days and an investment amount of approximately 12.02 billion yuan. . Among them, Hubei Road and Bridge is responsible for the JZTJ-4 bidding section, with an estimated construction and installation cost of 1.559 billion yuan.
3. The company has three main business sectors: engineering construction, environmental protection technology and science and technology parks. The company's main products and services include comprehensive treatment of coal-fired thermal power generation unit flue gas, waste incineration flue gas treatment, water management, science and technology park operation, and engineering construction. The company is a state-owned enterprise. The company’s ultimate controller is the State-owned Assets Supervision and Administration Commission of the Hubei Provincial People’s Government.
Data source: Flush
②Yongxing Materials(002756), the net amount of funds purchased is 146 million yuan, and the sector it belongs to: small metals. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. In terms of news, the Guangdong Futures Exchange released answers to key questions about lithium carbonate futures on December 6, saying that the lithium carbonate futures 2401 contract has entered the month before the delivery month. From the settlement on the fourteenth trading day of December, the position limit will be reduced to 1,000 lots. From the settlement on the last trading day in December, the position limit for unit customers will be reduced to 300 lots. Individual customer positions are not allowed to enter the delivery month. The company’s interactive reply during the session on December 6: The battery-grade lithium carbonate produced by the company complies with the delivery standards of the Guangzhou Futures Exchange.
2. The company already has an annual production capacity of 30,000 tons of battery-grade lithium carbonate, and has an annual production capacity of 3.5 million tons of lithium ore.
3. The mineral rights of the Huashan Porcelain Mine owned by the company's holding subsidiary Huaqiao Mining covers an area of 1.8714 square kilometers. The cumulative identified ceramic soil resource reserves within the scope of the mining license are 492.2521 million tons, of which the cumulative identified Li2O ≥ 0.20% ceramic soil The ore volume is 410.08 million tons, which is the company’s main source of raw materials for the production of lepidolite and lithium carbonate.
4. The company’s special steel new material business uses stainless steel scrap as the main raw material and uses short-process technology to produce stainless steel rods, wire rods and special alloy materials. After downstream processing, the products are widely used in oil and gas exploration and refining, power equipment manufacturing, and transportation equipment manufacturing. , human implants, medical devices and other high-end machinery and equipment manufacturing and other industrial fields. The company's domestic market share of stainless steel rods and wires has long been among the top three, and it has firmly maintained its position as a leading enterprise in stainless steel long products.
Data source: Flush
③Soling Shares(002766), net The total purchase amount is 145 million yuan, and the sector it belongs to: auto parts. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. The company specializes in the research and development, production, and sales of CID (CarInformatic Device) systems, and based on this, it provides customers with professional Internet of Vehicles hardware and software services and autonomous driving development.
2. The 2023 semi-annual report shows that the company makes profits by providing intelligent network and smart cockpit products and related services to customers such as passenger car and commercial vehicle manufacturers and Tie1. The smart cockpit business accounted for 30.21% of total revenue. The company's main customers include Mitsubishi, Denso Tian, Yutong, FSI, etc.
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 Donghu High-tech, which belongs to the construction and decoration industry. The company is a high-tech industrial investment holding company with three main business sectors: engineering construction, environmental protection technology and science and technology parks. Its projects are widely distributed in more than 20 countries including Hubei, Hunan, Anhui, Zhejiang, Guangdong, Chongqing, Xinjiang and Hainan. Provinces.
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.
Soling Co., Ltd. (auto parts) has attracted the attention of quantitative market players and well-known hot money;
Yinbaoshan new (special equipment) attracted the attention of Ningbo Sangtian Road and Shangtang Road hot money;
Yiming Food (food processing and manufacturing) has attracted the attention of Ningbo Heyuanlu Hot Capital;
Onli Education (Education) has attracted the attention of Shangtang Road and Chen Xiaoqun hot money;
Longban Media (Media) has received the attention of Shen Hong Guangdong Branch Hot Capital.
Data source: Flush
3. both altitude
Continuously listed stocks:The total number of consecutively listed stocks yesterday was10,The highest consecutive board in the two citiesNanjing Business Travel (Trade) with seven consecutive boards.
Retail is superimposed on the state-owned enterprise reform Nanjing Business Travel's 7-link board, the financial technology concept Xinyada is on the 5-link board, the data element concept Longbian Media and the education stock All-in-one Education are on the 4-link board, and the China-prefixed stocks of Beijing Securities China Textile Standard and the Chinese-prefixed stock are superimposed on hydrogen. The capable SINOMACH universal 3-connected board.
Many highly popular stocks such as Dongan Power and Shenglong shares, which once advanced to 10 consecutive boards in the two cities, plunged in large areas in the afternoon and exited the "sky and floor" market.
The rapid ebb of funds after the deep grouping of high-end stocks shows a significant decline in the capital bias. Pay attention to the further divergence of the subsequent high-cutting-low style of funds.
Reference materials: Tonghuashun, Cailianshe
Statement: The above content comes from the Financial Research Institute of Shanghai Yashang Investment Consulting Co., Ltd. This page is based on public data. It compiles and compiles the public information. It represents the views and judgments on the date of release. The completeness and accuracy of the information are not guaranteed. It is for learning reference only and does not constitute investment advice. Investors should choose carefully, make decisions independently, and bear their own risks. Investments are risky and they need to be cautious when entering the market.