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 Stock Exchange Index fluctuated and adjusted yesterday. The Shenzhen Component Index and ChiNext Index fell by more than 1% in the afternoon, the North Securities 50 Index fell by more than 7%, and more than 100 North Exchange stocks fell by more than 10%.
Silicon carbide concept stocks strengthened, with Minde Electronics, Ganhua Science and Technology, and Tianfu Energy reaching their daily limit. The concept of high-voltage fast charging is active, and Yonggui Electric, Lihexing, and Taiyong Changzheng have closed their doors.
Prepared food concept stocks continue to be active, with Huifa Food having a 4-day streak. On the downside, the consumer electronics sector fell, with Hivi Technology and Chaoyang Technology falling by the limit. The automobile industry chain was adjusted, Wantong Technology was on the verge of collapse, and Jianghuai Automobile fell more than 7%.
In terms of sector concepts, gold, aquaculture, prepared vegetables, sugar and other sectors were among the top gainers, while real estate, data elements, insurance, new energy vehicles and other sectors were among the top losers. The total transaction volume of the two cities was 775 billion yuan, 2.2 billion higher than the previous trading day. Generally speaking, individual stocks fell more than they rose, with more than 3,900 stocks falling in the market.
In terms of individual stock sentiment, comparison of the rise and fall of stocks in the two cities1205:3735, comparison of the rise and fall of stocks in the two cities 34:13, 18 stocks exploded, with a blast rate of 38 %.
On the market, the market fell into consolidation again. While the three major indexes closed down across the board, the Shanghai Composite 50 hit a new low for the year, with more than 3,900 stocks falling across the market.
From the index side, the three major indexes are still oscillating lower around the 5-day moving average, and the volume and energy are also gradually shrinking. Before the market appears heavy volume and long red, this weak consolidation pattern may continue in the short term.
Data source: Financial Associated Press
The third-generation semiconductor sector was active yesterday, with Minde Electronics hitting its daily limit of 20CM, Tianfu Energy and Yuhuan CNC hitting its daily limit.
According to the news, Yu Chengdong said that all Zhijie S7 series are equipped with an 800V silicon carbide high-voltage platform. Minsheng Securities Research Report believes that the current innovation of smart cars still focuses on battery life + smart driving, and the key to solving the problem is silicon carbide and lidar. The domestic ecology of silicon carbide is gradually improving, and the domestic SiC industry chain is expected to rise rapidly.
Data source: Flush
Second. Investment Jujiao
1. Dragon and Tiger Decryption:
Analysis of the capital data of the Dragon and Tiger List on November 29. The top five net purchases of funds on the Dragon and Tiger List are: Yonggui Electrical Appliances, Tianyin Holdings, Yawei Shares, and Lihexing , Wan'an Technology, net purchases of funds were 204 million yuan, 117 million yuan, 103 million yuan, 96.42 million yuan, and 81.97 million yuan respectively. The top of the list of funds was the non-automobile transportation sector stocks. Yonggui Electrical Appliances.
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
①Yonggui Electrical Appliances（300351), yesterday took the top spot on the Dragon and Tiger List. It belongs to the sector: non-automobile transportation. The net amount of funds purchased was 204 million yuan, and institutional buying was obvious. Reasons for being on the list: Securities with a daily turnover rate of 30% that have a limit on price increases and decreases; securities with a daily closing price increase of 15% that have a limit on price increases and decreases.
1. Yu Chengdong said on the 28th that the Zhijie S7 is equipped with the new Huawei "Whale" 800V high-voltage battery platform, which can achieve a battery life of 215km after 5 minutes of charging. The CLTC comprehensive battery life reaches 855km, opening a dual 800 pure electric mileage. At the same time, in terms of Hongmeng Smart charging services, it has achieved nationwide coverage of more than 340 cities, 4,500 high-speed charging stations, and 700,000 public charging guns. It is expected to deploy more than 100,000 Huawei fully liquid-cooled ultra-fast chargers by the end of 2024.
2. According to the company’s official Weibo, on July 20, Sichuan Yonggui’s “liquid cooling system high-power charging gun” product launch conference was held. The company announced on May 30 that Sichuan Yonggui's liquid-cooled European standard DC charging gun has passed CE, CB, and TV certifications. The certified charging gun has a current specification of 500A and a voltage specification of 1000V.
3. Interaction on September 27: The company has entered the supply chain system of domestic first-tier brands and joint venture brands such as BYD, Huawei, Geely, Thalys, and Great Wall.
Data source: Flush
②Tianyin Holdings（000829）, the net amount of funds purchased is 117 million yuan, and the sector it belongs to: retail. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. On the evening of November 28, Pinduoduo released its third quarter performance report. According to disclosures, in the third quarter, Pinduoduo’s revenue was 68.84 billion yuan, compared with an estimated 54.87 billion yuan, a year-on-year increase of 93.9%. Shanghai Nengliang, a subsidiary of Tianyin Holdings, has worked closely with Pinduoduo, providing Pinduoduo with branded mobile phones and operating a number of 3C digital stores on its behalf.
2. Tianyin Holdings issued a clarification announcement on November 22: Honor Terminal’s possible backdoor listing of the company is inconsistent with the facts.
3. Tadu Literature is a wireless Internet reading platform developed by Beijing Yitian Xindong. It has a large number of IPs and adapted short plays. Tianyin Holdings is the largest shareholder of Yitian Xindong, holding 34% of the shares; Quantum Leap Technology (a subsidiary of Byte) holds 18.90% of the shares of Yitian Xindong.
4. 2023 Semi-annual Report: Smart terminal sales business is the company's core business. With years of long-term cooperation with Apple, Huawei, and Samsung, the three leading mobile phone brands, it has firmly occupied the top position and leading market share in the smart terminal sales market. .
Data source: Flush
③Yawei Shares(002559), net The total purchase amount is 103 million yuan, and the sector it belongs to is: general equipment. Reasons for being on the list: Securities with a daily amplitude of 15%; securities with a daily turnover rate of 20%.
1. The company’s main business is metal forming machine tool business, laser processing equipment business, and intelligent manufacturing solutions business.
2. The company's cooperation with Huawei mainly focuses on various innovative applications of the National Ding (metal processing machinery manufacturing industry) undertaken by Yawei Co., Ltd. to provide industrial Internet services covering the entire product life cycle for the machine tool industry.
Data source: Flush
3. Institutional funds participate in the top five stocks:
The stock with the highest institutional capital participation among the top five yesterday was Tianyin Holdings, which belongs to the retail industry.
1. Shanghai Nengliang, a subsidiary of the company, cooperates closely with Pinduoduo. It not only provides Pinduoduo with branded mobile phones, but also operates a number of 3C digital stores on behalf of Pinduoduo.
2. Tianyin Communications, a wholly-owned subsidiary of the company, is an indirect shareholder of Honor Terminal and holds 19.36% of the equity of Shenzhen Xingmeng Information Technology, a shareholder of Honor Terminal.
3. The company holds a 34% stake in Tadu Literature, an online reading platform (Tik Tok holds 19%). It specializes in short drama IP licensing and has a large amount of IP content suitable for short dramas.
4. The company is a mobile phone distributor with a strong sales network and complete mobile resale business licenses. It is mainly engaged in smart terminal distribution business, lottery business, retail e-commerce business, and mobile Internet business. The company is one of the shareholders that participated in the investment in Honor.
5. Overseas Open Browser is currently confirmed to have a plan to access ChatGPT. Open Browser is a product of Beijing Software Beijing Software, a subsidiary of Tianyin Holdings. Tianyin Holdings holds 66.7% of the company's shares.
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.
Jintuo Co., Ltd. (auto parts) has attracted the attention of Chen Xiaoqun and hot money from overseas institutions;
Guihang Holdings (auto parts) has attracted the attention of hot money from Shangtang Road and Beijing Zhongguancun;
Yashi Optoelectronics (optical optoelectronics) has attracted the attention of quantitative funds and first-line hot money;
Shentong Technology (auto parts) has attracted the attention of overseas institutions and hot money from Gubei Road;
Yuancheng Shares (Construction Decoration) has attracted the attention of stock traders and hot money quantification funds.
Data source: Flush
3. both altitude
Continuously listed stocks:The total number of consecutively listed stocks yesterday was9,the two cities had the highest streak of five consecutive boards. Changan Automobile Concept Shareholders Anli Dynamics and Intelligent Driving Concept Riying Electronics have 5 consecutive shares, and prepared food concept stock Huifa Food has 4 consecutive shares.
It is worth noting that in the direction of continuous board stocks, the second and third stocks all ended in failure. Among them, Weimao Electronics, which had previously exited the second consecutive board in the North Securities market, opened a huge long negative price of more than 40 points yesterday. It can be seen that The money-losing effect in the direction of even board stocks is once again concentrated. Based on the simultaneous amplification of the money-losing effects of the main board and the North Securities market, short-term sentiment is likely to continue to hit the bottom after completing a short-term recovery yesterday, and the direction of high-priced stocks on the even board may be further released.
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.