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 information
The three major indexes fluctuated and rebounded yesterday, with the yellow and white lines diverging, and hot topics rotating. The Beisheng 50 Index rose by more than 3%. 231 Beisheng stocks were almost all in the red. Huayang Transmission, Wangcheng Technology, and Kaihua Materials all hit the 30cm limit, and Dingzhi Technology, Audiway, Suzhou Co., Ltd., Juneng Co., Ltd., etc. More than ten stocks rose more than 10%. Robotic concept stocks collectively rose sharply. Many stocks such as Saiwei Intelligent, Collier, Huanghe Tornado, and Rifa Precision Machinery rose by the daily limit. Sifangda, Tongli Technology, etc. rose by more than 10%. The semiconductor sector continues to be active, with HBM and advanced packaging leading the gains. Yawei shares have three consecutive boards, Hongchang Electronics, Shandong Huapeng, Xingsen Technology, and Heyuan Gas have reached their limit, and Huahai Chengke and Zhongfu Circuit have risen by more than 10%.
Live pig prices rebounded, the pork sector collectively strengthened, and Xinwufeng and Jinxinnong rose by the limit. The new energy vehicle industry chain continues to be active, with Huawei Auto leading the way, Yinbaoshan New 7-Connect Board, Aotejia 3-Connect Board, Shenglong Co., Ltd., and Zhanpeng Technology,< a i=2> Kechuan Technology, Yueling Shares, etc. hit their daily limit.
In terms of sector concepts, sectors such as cultivated diamonds, pig farming, industrial machinery, and reducers were among the top gainers, while sectors such as flash memory, PTA, gold, and securities firms bucked the trend and fell. The total turnover of the two cities was 927.3 billion yuan, 100.6 billion higher than the previous trading day. Generally speaking, individual stocks rose more than they fell, with more than 3,900 stocks rising in the market.
In terms of individual stock sentiment, comparison of the rise and fall of stocks in the two cities3698:1182, comparison of the rise and fall of stocks in the two cities 61:7, 21 stocks exploded, with a blast rate of 30 %.
On the market, stimulated by the rapid increase in the offshore RMB exchange rate during the session, the three major indexes closed higher yesterday, and the volume capacity also increased to more than 900 billion again. The overall situation showed a benign structure of increasing volume and rising prices. However, it should be noted that although all hot spots were active in the session yesterday, it is obvious that the amount of energy of about 900 billion cannot sustain such a general rebound pattern.
Once the subsequent volume cannot be continuously enlarged, there is a high probability that each theme will return to the rotation trend. Pay attention to the restorative opportunities during the correction and divergence of some hot sectors.
Data source: Financial Associated Press
Yesterday, the concept of robots set off a daily limit trend, among which Saiwei Intelligence and Wanji Technology reached their daily limit of 20CM. According to the news, at Tesla’s second quarter results meeting in July, Musk said that he would conduct a humanoid robot walking test in November.
With the arrival of the walking test in November, the Tesla humanoid robot prototype iteration is about to move from "functional realization" (B sample) to "mass production realization" (C sample).
In addition, the Ministry of Industry and Information Technology's "Guiding Opinions on the Innovation and Development of Humanoid Robots" also focuses on "researching high-strength and lightweight new materials and additive manufacturing of complex body structures in response to the high-strength and compact structure requirements of humanoid robots."
Data source: Flush
Second. Investment Jujiao
- Dragon Tiger Decryption:
Analysis of the capital data of the Dragon and Tiger List on November 20. The top five net purchases of funds on the Dragon and Tiger List are Yanshan Technology, Yitian Shares, Saiwei Intelligence, and Kelier , Hangyu Micro, net purchases of funds were 282 million yuan, 211 million yuan, 126 million yuan, 126 million yuan, and 124 million yuan respectively. The top of the list of funds was Yanshan, a stock in the computer application sector. science and technology.
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
①Yanshan Technology（002195), yesterday took the top spot in the Dragon and Tiger List. It belongs to the sector: Computer Applications, with a net purchase of 282 million yuan, and institutional buying was obvious. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. According to Jiemian News, on November 16, Douyin began to test short video content payment. That is, when users watch the creator’s content, some content needs to be paid to unlock before they can watch it all. The scope includes not only those who have already paid to test the waters before. The field of short dramas has also expanded to almost all categories of content such as knowledge and entertainment. Users can pay per piece of content.
2. Interactive Easy on November 15: The company has officially launched the short drama promotion and launch business in the second half of 2023. It is still in the initial stage of trial operation and has not yet formed large-scale profits.
3. Huayiyi responded on June 22, 21: The company cooperates with Huawei in Internet promotion business.
4. The company’s main business includes Internet information services, artificial intelligence business and diversified investment businesses.
Data source: Flush
②Yitian Shares（300812), net purchase amount of 211 million yuan, belongs to the sector: consumer electronics. Reasons for being on the list: Securities with a daily closing price increase of 15% that have a price limit.
1. Interaction on November 7: Some equipment of the subsidiary Microgroup Semiconductor can be used in FlipChip, Bumping, WLCSP, FOWLP, 2.5D packaging and 3D packaging, etc.
2. The company is mainly engaged in the independent research and development, production and sales of flat-panel display special equipment and semiconductor equipment. The current main products are LCD display equipment, flexible OLED display equipment, VR/AR/MR display equipment, Mini/Micro LED equipment and semiconductor special equipment. . The company’s official website shows: Huawei is one of the company’s honorary customers.
3. The company's full-function bonding equipment can be freely matched with relevant functional modules according to needs, and is suitable for customized micron-level high-precision assembly requirements. Application areas: Optical chips/optical devices (laser LD bar assembly, VCSEL, PD, LENS, etc. assembly).
Data source: Flush
③Saiwei Intelligence(300044), net The total purchase amount is 126 million yuan, and it belongs to the sector: computer applications. Reasons for being on the list: Securities with a daily closing price increase of 15% that have a price limit.
1. The company focuses on the core development strategy of artificial intelligence, deeply cultivates core artificial intelligence technologies, and continuously expands artificial intelligence products in a market-oriented manner. Currently, it has formed products including drones, robots, image and video recognition products, and rail transit vehicle-mounted products. Wire.
2. The company's smart city geographic information system provides visual and intelligent map support for urban construction and management by gathering and managing geographic information resources and applying massive graphics management technology and map engine driving technology.
3. The company responded on the interactive platform on December 21, 2018: The company and Huawei have launched strategic cooperation in smart cities, big data and other fields.
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 Majiaxincai, which belongs to the chemical industry.
The company is committed to the research and development, production and sales of environmentally friendly, high-performance and special functional coating products in multiple application fields. Driven by the "dual carbon" goal, accelerating the development of environmentally friendly products such as water-based coatings has become an important trend in the coatings industry. Among the company's coating products, from 2020 to the first half of 2023, the output of water-based coatings and solvent-free coatings accounted for 74.87%, 89.68%, 84.33% and 77.25% respectively. Environmentally friendly coatings have become the company's most important products.
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.
Kelier (power equipment) has attracted the attention of Chengdu departments and well-known hot money;
Shenglong Co., Ltd. (auto parts) has attracted the attention of Ningbo Sangtian Road and Chen Xiaoqun hot money;
Fujia Co., Ltd. (small household appliances) has attracted the attention of Shangtang Road and Chen Xiaoqun hot money;
Tianwei Video (Media) has attracted the attention of Fang Xinxia and well-known hot money;
Xilong Science (electronic chemicals) has attracted the attention of well-known hot money.
Data source: Flush
3. both altitude
Continuously listed stocks:The total number of consecutively listed stocks yesterday was17,The two cities have the highest consecutive board of seven consecutive boards.
Foreign trade stock Sanboshuo, new energy automobile stock Yinbaoshan New 7-link board, brain-computer interface concept Nanjing Panda 5-link board, photoresist concept stock Xilong Science 4-link board and out of 9 days 8-board, ByteDance concept gravity Many stocks such as China Media Group and Guangbo Group have gone out of the 3-band market, and Kaihua Materials, a concept stock of advanced packaging materials on the Beijing Stock Exchange, has gone out of the 30CM2-band market.
Although the general increase in market volume once again activated multiple mainline hot spots to strengthen simultaneously, the market's short-term sentiment and speculation are still high. Sanbaishuo stepped out of the ground in the afternoon to upgrade, and Shenglong shares in the 2nd board drove stocks with numbers and animals in their names to once again Active, the market’s metaphysical speculation continues unabated.
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.