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 three major indexes fluctuated within a narrow range in early trading, and collectively rose and turned red in the afternoon. The yellow and white lines diverged, and hot topics rotated rapidly.
HBM concept stocks were strong throughout the day, Huahai Chengke, Zhongfu Circuit, and Lianrui New Materials reached their daily limit of 20cm, Taiji Industrial and Yawei shares were closed, and One Stone rose by more than 16%.
The CPO sector strengthened in the afternoon, with Cambridge Technology and Futong Information reaching their limit, while Robotco and Xinyisheng rose by more than 12%.
The automobile industry chain continues to strengthen, with more than ten stocks including Jiangling Motors, Haima Motors, Zhejiang Shibao, and Lu Chang Technology closed.
Douyin concept stocks continued to be strong, with Jiayun Technology, Guangbo Shares, Shengguang Group, and Gravity Media all having two consecutive boards.
In terms of sector concepts, HBM, CPO, PCB, composite current collector and other sectors were among the top gainers, while aquaculture, property management, tourism, banking and other sectors were among the top losers. The total turnover of the two cities was 826.7 billion yuan, a decrease of 24 billion yuan from the previous trading day. Generally speaking, individual stocks rose more than they fell, with more than 3,700 stocks rising in the market.
In terms of individual stock sentiment, comparison of the rise and fall of stocks in the two cities3553:1306, comparison of the rise and fall of stocks in the two cities 51:10, 20 stocks exploded, and the explosion rate was 28 %.
On the market, the market as a whole showed a slight rebound trend, with short-term themes picking up, and the automotive industry chain, composite current collectors, HBM concepts, CPO and other directions were active during the market.
However, it should be noted that on November 17, the overall volume of energy did not increase but decreased. It can be seen that although there are many hot spots in the market, most of the funds are fighting separately and there is no synergy.
If the amount of energy next week cannot be effectively amplified, the themes may occasionally show a rapid and disorderly rotation, and continuity is difficult to guarantee. Therefore, it is not advisable to blindly chase daily hot spots, focus on the low-suck arbitrage opportunities that appear when hot spots diverge, or wait patiently for the new main line to lead the rise before following.
Data source: Financial Associated Press
On November 17, the composite current collector sector was the top gainer, with Baoming Technology and Guanghua Technology both hitting their daily limit.
In terms of news, reporters have previously learned from people close to the supply chain that lithium battery innovative material composite current collectors may be used in the Cyrus Inquirer M9 model launched this quarter.
The agency pointed out that the core driving factors for the industrialization of composite current collectors are safety, low cost and lightweight. In the context of large-scale expansion of lithium battery production and improvement of product performance, composite copper foil is expected to open up broad market growth space in the new energy field with its performance advantages such as high safety, low cost, and strong compatibility.
With the company's continuous technology research and development, equipment transformation, production line debugging, trial production and trial verification in recent years, composite copper foil is expected to begin commercial application in batches.
Data source: Flush
Second. Investment Jujiao
1. Dragon and Tiger Decryption:
Analysis of the capital data of the Dragon and Tiger List on November 17. The top five net purchases of funds on the Dragon and Tiger List are Provincial Guangdong Group, Nanjing Panda, Duolun Technology, and Yawei Shares , CNOOC Development, net purchases of funds were 244 million yuan, 216 million yuan, 155 million yuan, 124 million yuan, and 79.88 million yuan respectively. The first place on the dragon and tiger list of funds was the media sector stock Guangzhou Broadcasting Corporation group.
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
①Provincial Guangzhou Group(002400), topped the list of funds on November 17, belongs to the media sector, with a net purchase of 244 million yuan, and institutional buying was obvious. Reasons for inclusion on the list: Securities with a cumulative increase deviation of 20% within three consecutive trading days.
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. On April 8, 2020, the company stated on the interactive platform: The company has maintained a long-term and close cooperative relationship with Toutiao. This time, it has obtained the core agent qualification of TikTok overseas, which will help promote the overseas marketing of customer brands.
3. The company is an enterprise that provides integrated marketing communication services to customers. The company's main business is to provide integrated marketing communication services to customers, which specifically includes three major categories of business: brand management, media agency and owned media. According to the official Weibo of Shengguang Group, in July 2023, Shengguang Group officially became the official authorized agent of Meta in China. This marks another important step taken by the Shengguang Group on its new journey of digitalization and international development.
4. The company has deployed cloud computing centers in many places across the country, aiming to provide more intelligent and personalized big data products and marketing solutions, comprehensively improve market insight capabilities and marketing communication efficiency, and meet the diversified marketing needs of customers.
Data source: Flush
②Nanjing Panda（600775), the net amount of funds purchased was 216 million yuan, and the sector it belongs to: communication equipment. Reasons for inclusion on the list: Securities with a cumulative increase deviation of 20% within three consecutive trading days.
1. The company takes modern digital city, industrial Internet and intelligent manufacturing and service-oriented electronic manufacturing as its three main businesses. It is the first domestic enterprise that can produce welding robots.
2. Nanjing Ericsson Panda Communications Company (mainly engaged in mobile communication base stations, switches and other system equipment) and Beijing Sony Ericsson Putian Mobile Communications Company (mainly engaged in mobile phones) have developed very rapidly in recent years and have become one of Ericsson’s important global supply centers. It has become a new growth point and an important source of profit for the company's development.
3. According to the 2022 annual report: In the first half of the year, the company’s Digital Industry Research Institute’s “Key Technology Research and Development of Digital Twin Emergency Warning System for Accurate Monitoring of Optical Cables” project and the electronic manufacturing company’s “Multi-modal human-computer interaction based on brain-computer interface technology” project System Integration R&D Project" were respectively approved by Jiangsu Province Key R&D Plan (Industrial Foresight and Key Core Technologies).
Data source: Flush
③Duolun Technology(603528), net The total purchase amount is 155 million yuan, and it belongs to the sector: computer applications. Reasons for being on the list: Securities with a daily increase deviation of 7%; securities with a daily amplitude of 15%.
1. As one of the important partners of Huawei Ascend AI industry chain, the company has cooperated with Huawei Ascend to complete a number of certifications for Xinchuang technology and products, including Kunpeng Technology Certification, Huawei Ascend Technology Certification, Kirin Software Certification and Domestic Enterprise qualification report for centralized deployment.
2. The company’s “environment perception AI technology based on the fusion of two-dimensional high-precision maps and lidar point cloud data” developed by the company is one of the key supporting technologies for driverless driving; the company’s independently developed environment perception technology based on multi-sensor fusion research and development The "Motor Vehicle Driver Road Driving Skills Test Intelligent Assessment System" provides a technical evaluation basis for the application of autonomous driving. On July 20, it was stated on the interactive platform that the current voltage range of the company’s DC charging pile products is 200-1000V.
3. The joint-stock company Beiyun Technology (shareholding ratio 13.5%) is a high-tech enterprise specializing in the research and development, production and sales of software and hardware technology products related to Beidou high-precision satellite navigation and positioning.
4. The company's independently developed new generation driving training teaching robot "Duoduo Coach" is aimed at driving training students and relies on the integration of technologies in NLP, OCR, machine vision, speech recognition and other fields.
Data source: Flush
3. Institutional funds participate in the top five stocks:
The stock with the highest institutional capital participation among the top five stocks on November 17 was Saiteng shares, which belongs to the industry of automation equipment.
1. The company’s main business is the research and development, design, production, sales and technical services of intelligent manufacturing equipment. The main products are automation equipment, clamping fixtures, and technical services.
2. The company holds 73.75% equity in Optima. Optima’s main product is semiconductor defect detection equipment. Wafer defect detection is the most difficult part of wafer inspection. Currently, only Optima can do it. Wafer defect detection has covered first-tier domestic and foreign manufacturers, including Samsung, TSMC, Shanghai Silicon Industry and other customers.
3. Subsidiary Wuxi Changding Electronics is an enterprise engaged in semiconductor packaging and testing. Its main products are packaging and testing of semiconductor components and visual inspection automation equipment.
4. The company's lithium battery equipment mainly produces and sells automatic assembly lines, fully automatic thickness detection equipment, electrical property detection and other equipment.
Data source: Flush
4. The top five stocks with hot capital participation in the Dragon and Tiger List:
On November 17, the top five stocks on the Dragon and Tiger list all hit their daily limit.
Provincial Broadcasting Group (Media) has received the attention of Quantitative Market and Fang Xinxia Youzi;
Nanjing Panda (communication equipment) has attracted the attention of quantitative funds and small crocodile hot funds;
Duolun Technology (computer application) has attracted the attention of quantitative funds and hot money from overseas institutions;
Yawei Co., Ltd. (General Equipment) has received the attention of quantitative market maker and operator Xinyi Hot Capital;
Xilong Science (electronic chemicals) has attracted the attention of Ningbo Sangtian Road and well-known hot money.
Data source: Flush
3. both altitude
Continuously listed stocks:The total number of consecutively listed stocks on November 17 was14, a> boards in the two cities was six. the highest number of consecutive There were 7 fewer boards than the previous trading day, and
The foreign trade stock Sanbaishuo, the new energy automobile stock Yinbaoshan New 6-link board, the satellite Internet concept Duolun Technology 5-link board, and the brain-computer interface concept Nanjing Panda 4-link board.
Two of the three stocks in the previous 5 consecutive boards have been promoted, and Duolun Technology has been promoted with a weak to strong posture on the ground board. In addition, coupled with the resurgence of purely emotional game varieties such as dragon characters and stocks with "three" in their names, It can be confirmed that the ebb of market sentiment has basically come to an end. However, it should be noted that if the market continues to shrink in the later period, while the board height increases, the sustainability of hot topics may be weakened.
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.