Unconsciously, the year of the tiger’s A-share has been running for two weeks.
When Niu Yanjun resumed trading today, he suddenly found that although the index tossed back and forth, and the persistence of hot sectors in the session was not obvious, in the 10 trading days after the festival, the Shanghai index became red for the first time on the daily K-line chart for 8 days, and only two trading days closed green.
K-line chart of Shanghai Stock Index
This “grand occasion” in a short time can be said to be rare in the near future. The last time the index strength lasted for such a long time, we have to go back to the period from the end of August last year to the impact of 3700 points in mid September. However, after a rapid decline, the index is at a low level. Many stocks that strengthened last year (such as the new energy industry chain) have been fully adjusted, which also brings more opportunities for capital intervention, This is also clearly reflected in the main capital flow of the market – the bosses do indeed copy the bottom in batches (for details, please refer to the statistical data in the column of “uncover this week’s smart money” every Saturday)!
With sufficient funds, low position and standing at the short-term support point, there are three important driving factors for the rebound. Therefore, Niu Yanjun feels that the market can still see the high line for the time being, and should at least flush the pressure of the annual line.
Of course, the transaction contraction has always been a bit of a fly in the ointment, but as Niu Yanjun said earlier: the contraction means less selling pressure in a short time, leaving room for the index to rise. If the volume is large, it may not be a good thing at present. For example, the consequences of the volume at 3700 points in early September and mid December last year are clear. Therefore, the contraction may be the necessary condition for the index rebound!
Well, what kind of stocks are the funds after the festival mainly buying? Niu Yanjun has a general look. There are mainly two categories: the first category is the new energy industry chain stocks fully adjusted in the second half of last year, especially the rare metal stocks, so it is called the “element periodic table”. Many of these stocks have been adjusted to the new low point of nearly half a year. In addition, they have many themes, so it is natural to attract funds to intervene after the festival; The second category is infrastructure stocks, which have strong policy support and have a large investment space in the future. The important thing is that the prices of many stocks are not high, which naturally attracts the continuous influx of funds for speculation.
Top 10 stocks up this week
In order to prove how popular the above second category of stocks are, Niu Yanjun counted the top 10 stocks that rose this week. It can be found that up to 6 of them belong to the construction decoration and mechanical equipment application level industries related to infrastructure, and the increase is very considerable.
Daily K-line diagram of Hangzhou Landscape Architecture Design Institute Co.Ltd(300649)
Of course, the most worth mentioning is the “double king” Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) , with an increase of 92% this week, including two 20cm large daily limits! If calculated according to the lowest price of 16.72 yuan / share on Monday and the highest intraday price of 34.26 yuan / share on Friday, the share price has more than doubled this week! According to the calculation of 12382 shareholders on Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) February 10, the per capita earned 180000 yuan this week.
According to the data of the dragon and tiger list, from February 15 to 16, the familiar regular of the dragon and tiger list, Huaxin Securities Shanghai Branch, had an obvious net purchase, in addition, three branches of Dongguan securities jointly bought, and the two seats of Guosen Securities Co.Ltd(002736) were mainly net sales. Statistics show that the seat of Huaxin Securities Shanghai Branch prefers old stocks that have been listed for more than three years, and the market value prefers small cap stocks between 1 billion and 2 billion. In terms of price, it mainly focuses on low-priced stocks, most of which are no more than 10 yuan. In terms of style, the seat is good at short-term trading and strong stocks entering the market. Jianghu people call it “the king of the first board”.
Niu Yanjun noticed that Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) this wave of market can be described as a big outbreak after more than three years of silence. Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) after listing in May 2017, it once reached an all-time high in November of that year, and then began to decline for a long time. From the second half of 2018 to the end of January this year, it has been in a narrow range of sideways volatility and half dead. Not only did the stock price hit a three-and-a-half-year high, but the trading volume also hit a record high.
However, compared with the violent share price, Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) performance can only be said to be mediocre. From the third quarterly report of last year, the revenue, profit, net profit attributable to the parent company and net profit deducted from non net profit showed a year-on-year decline of double digits.
Niu Yanjun noted that the sudden surge of Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) is related to the 19th Asian Games in Hangzhou in 2022 to be held in September. The early construction of the Asian Games is considered to bring more operating income to the company and make Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) the leader of the concept stocks of the Asian Games.
Similarly, another big bull stock Zhejiang Construction Investment Group Co.Ltd(002761) this week was stimulated by this good news. From the table above, we can see that it rose 53% this week, ranking seventh. However, in terms of the performance since the beginning of the year, Zhejiang Construction Investment Group Co.Ltd(002761) rose earlier, so the cumulative increase is even stronger than Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) – Zhejiang Construction Investment Group Co.Ltd(002761) began to rise from February 7, and the 10 day 9 board rose nearly 150%, while Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) only reached the cumulative increase of 120% after the year with the advantage of the 20cm limit of individual stocks on the gem.
Source: Official wechat of Shenzhen Stock Exchange
However, Niu Yanjun noticed that the two bull stocks with the strongest, the same theme and the same location after the beginning of the new year may not be so smooth next week. The official account of WeChat, the Shenzhen Stock Exchange, released its regulatory developments this week, which clearly pointed out that ” Zhejiang Construction Investment Group Co.Ltd(002761) ” Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) “is the key to monitoring the recent abnormal growth.”
Yesterday’s time sharing chart
In fact, the share price trend of Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) yesterday has shown signs of falling: it was basically in the state of green disk shock in the morning, fell below the K line on Thursday, and began to pull up suddenly in the afternoon to impact the daily limit, but it still failed to close the board in the end.
Image source: Zhejiang Construction Investment Group Co.Ltd(002761) announcement
It is worth noting that Zhejiang Construction Investment Group Co.Ltd(002761) also received a letter of concern from the Shenzhen Stock Exchange yesterday, requiring the company to check and reply to four major questions, including whether there is a violation of fair information disclosure and whether there is suspected insider trading.
Therefore, next week Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) and Zhejiang Construction Investment Group Co.Ltd(002761) how the stock prices of these two monsters will go, I believe it will be the biggest attraction!
