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 and adjusted on November 24, with the Shenzhen Component Index and the ChiNext Index falling by more than 1% during the session. The Beijing Stock Exchange 50 Index soared by more than 6%. Individual stocks on the North Exchange continued to explode. Kaihua Materials surged 360% on five boards in six days, Zhisheng Information had four consecutive boards, Huami New Materials and Longyi Pharmaceutical had two consecutive boards, and Kehua Materials had four consecutive boards. Nearly 20 stocks including Qiang Stock, Rising Stock, and Chicheng Stock hit their daily limit, and more than 100 North Exchange stocks rose by more than 10%.
Pharmaceutical stocks continue to be active, Sihuan Biotech has three consecutive boards, Guangdong Dieffenbachia, Tonghua Jinma, Lianhuan Pharmaceutical, Lukang Pharmaceutical, and Teyi Pharmaceutical have reached daily limit. Prepared vegetable concept stocks strengthened, Huifa Food rose by the limit, and Guolian Aquatic Products rose by more than 14%.
On the downside, stocks that had previously been at high levels continued to fall, with Shenglong, Gravity Media, Tianwei Video, Jierong Technology, Sanbaishuo and other stocks falling by the limit.
In terms of sector concepts, sectors such as aquaculture, catering, prepared dishes, and traditional Chinese medicine were among the top gainers, while sub-new stocks, Huawei Shengteng, space-time big data, and domestic software sectors were among the top losers. The total transaction volume of the two cities was 81.33 billion yuan, a decrease of 10.9 billion yuan from the previous trading day. Generally speaking, individual stocks fell more than they rose, and more than 4,000 stocks in the market fell.
In terms of individual stock sentiment, comparison of the rise and fall of stocks in the two cities917:4030, comparison of the rise and fall of stocks in the two cities 35:13, 14 stocks exploded, with a blast rate of 31 %. On the disk, the main board market continued its weak consolidation pattern, and its volume and energy also shrank further. In this context, funds began to flow back to consumption, medicine and other defensive sectors to make the transition.
At present, the market may still have the inertia of further decline early next week, but as risks are concentrated, the subsequent pan-tech direction may be expected to usher in a short-term sentiment recovery. At that time, the intensity and continuity of capital return will be the focus of the market.
Data source: Financial Associated Press
On November 24, the pharmaceutical sector continued to be active, with Dieffenbachia Dieffenbachia hitting its daily limit of 20CM and Teyi Pharmaceutical hitting its daily limit. On the news, data released by the Beijing Center for Disease Control and Prevention shows that the number of influenza cases is rising rapidly, with more than 40% of outpatient influenza virus nucleic acid positivity rates, and a variety of other pathogens co-circulating.
Data source: Flush
Second. Investment Jujiao
1. Dragon and Tiger Decryption:
Analysis of the capital data of the Dragon and Tiger List on November 24. The top five net buying funds on the Dragon and Tiger List are: Tonghua Jinma, Baina Qiancheng, Dongan Power, and Infront Micro , Wantong Technology, with net purchases of 240 million yuan, 240 million yuan, 76.55 million yuan, 55.73 million yuan, and 53.88 million yuan respectively. The top spot on the dragon and tiger list is the chemical and pharmaceutical sector stock Tonghua golden horse.
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
①Tonghua Golden Horse（000766), topped the list of funds on November 24. It belongs to the chemical and pharmaceutical sector. The net amount of funds bought was 240 million yuan, and institutional buying was obvious. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. The company announced on September 20: Recently, the company’s wholly-owned subsidiary Changchun Huayang has made significant research progress in the amber octahydroaminoacridine tablets project independently developed.
2. The company and its wholly-owned subsidiary Changchun Huayang High-tech Co., Ltd. independently developed and has an exclusive patented chemical drug Class I.I new drug Amber Octahydroaminoacridine Tablets for the treatment of mild and moderate Alzheimer's disease. The plan is progressing in an orderly manner, and the blind data review has been successfully completed.
3. The company signed the "Industrial Hemp Cooperation Project Agreement" with the Jilin Academy of Agricultural Sciences and the Erdaojiang District Government of Tonghua City, with a cooperation period of 5 years.
4. The company is mainly engaged in the research and development, production and sales of pharmaceutical products. The main products are compound Lactobacillus acidophilus tablets, Fengshi Qutong capsules, Qinggan Jianpi oral liquid, and Qinshi Liyan oral liquid.
Data source: Flush
②A hundred dollars a thousand percent（300291)< /span>, with a net purchase amount of 240 million yuan, belongs to the media sector. Reasons for being on the list: Securities with a daily closing price increase of 15% that have a price limit.
1. Interaction on October 31: The long-form real-life interactive full-video film and television game "Hidden True Detective" jointly produced by the company, Big Fish Kuaiyou and bilibili Games is currently in the internal testing stage. Interaction on June 5: The first season of the original children's musical animated short series "Guanfu Cat" jointly developed by the company and Guanfu Museum has been completed and is expected to be launched on the Douyin platform in the third quarter of 2023.
2. The company’s main businesses include film and television, marketing, animation, etc. The main services are investment, production, distribution and derivative business of film and television dramas, content marketing and media agency, 3D animation production and special effects services, and animation IP development and operation.
3. Interactive Easy Reply on March 13: The virtual anchor of "Xianyuqiang" IP is jointly created by the company's subsidiary Baina Jinghua, STEPVR and Kuaishou ACG; "Guanfu Cat" is a joint venture between Beijing Wonderful and Guanfu Museum The original animated series created by Douyin is expected to be launched on the Douyin platform in the second quarter of 2023.
Data source: Flush
③Dongan Power(600178), net Purchased for 76.55 million yuan, belongs to the sector: auto parts. Reasons for inclusion on the list: Securities with a cumulative increase deviation of 20% within three consecutive trading days.
1. The company is mainly engaged in the production, sales and related services of automobile engines and other parts.
2. Interaction on September 5: The company has increased the promotion of new energy products in recent years. A number of new energy vehicles equipped with the company's range extenders have been launched, consolidating the company's leading position in the range extender engine industry.
3. The company is a supplier of Ideal ONE range-extended engines. It currently mainly supplies range-extended engines to Dongfeng Lantu, Leapmotor, Nezha Automobile, etc.
Data source: Flush
3. Institutional funds participate in the top five stocks:
The stock with the highest institutional capital participation among the top five on November 24 was Shiyida, which belongs to the optical and optoelectronics industry.
1. The company's subsidiaries are one of the major suppliers of electronic components for ASMPT chip packaging equipment. ASMPT is the world's largest supplier of integration and packaging equipment for the semiconductor and light-emitting diode industries.
2. The company's subsidiary holds 18% of the shares in Guangzhou Kiwi. The business process involves providing customers with related services such as using short videos to carry goods: it has established a fixed team dedicated to shooting high-quality short videos that meet customer needs. Mainly using Douyin as the core delivery platform, it has become one of Douyin's core agents.
3. The company's TWS headset business mainly adopts the ODM model, and some products have begun to enter the mass production stage.
4. The company's main business includes two business segments: intelligent hardware and intelligent marketing, and has formed an industrial structure of "full-case digital marketing services + creative planning + social media marketing services". The company's products have expanded to many segments such as smart locks, financial terminal products, and base station power supplies. The company's smart lighting products can be connected to the Hongmeng system.
Data source: Flush
4. The top five stocks with hot capital participation in the Dragon and Tiger List:
On November 24, the top five stocks on the Dragon and Tiger list all hit their daily limit.
Tonghua Jinma (Chemical Pharmaceuticals) has attracted the attention of quantitative funds and Fang Xinxia Youzi;
Dongan Power (auto parts) has attracted the attention of overseas institutions and Chengquan hot money;
Infront Micro (Other Electronics) has attracted the attention of hot money;
Wantong Technology (Computer Application) has received the attention of First Board Mining and West Lake International Trade Hot Capital;
Riying Electronics (auto parts) has attracted the attention of hot money from Ningbo Heyuan Road and Chengdu.
Data source: Flush
3. both altitude
Continuously listed stocks:The total number of consecutively listed stocks on November 24 was12, a> boards. The two cities have the highest consecutive board of four consecutiveAn increase of 2 from the previous trading day,
Intelligent driving sector Weishi Electronics, venture capital stock Jiuding Investment and Beijing Stock Exchange Zhisheng Information have 4 consecutive boards, Kaihua Materials 30CM has 3 consecutive boards and has gone out of 5 boards in 6 days, media has superimposed data elements on Dragon Edition Media, wireless headset concept stock Hivi Technology and pharmaceutical stocks Sihuan Biotech 3-link board.
As the North Exchange's profit-making effect continues to amplify and further absorb liquidity, the main board continues to lose blood in the pure emotional speculation direction, causing the board height to fall significantly. It is worth noting that while Gravity Media stepped out of the sky on November 24, HiVi Technology bucked the trend and stepped out of the sky in the afternoon. It can be seen that there are certain expectations for recovery after the high stocks on the main board continue to ebb. While short-term sentiment remains hovering near the freezing point, it may increase the possibility of sentiment recovery next week, and attention needs to be paid to whether hot sectors that resonate with it can emerge.
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.