On the morning of February 23, A-Shares rebounded comprehensively, and a total of 3448 stocks rose in the two cities.
Stimulated by the tight supply of raw gas and the news of price increase by major international manufacturers, the chip concept sector rose sharply and Naura Technology Group Co.Ltd(002371) rose by the limit. 100 billion market capitalization stocks such as Wingtech Technology Co.Ltd(600745) , Gigadevice Semiconductor (Beijing) Inc(603986) , Unigroup Guoxin Microelectronics Co.Ltd(002049) followed.
In terms of individual stocks, Yimikang Tech.Group.Co.Ltd(300249) rose by the limit, closing four 20% limits in a row, with a cumulative increase of 107.48%. After excluding new shares, Yimikang Tech.Group.Co.Ltd(300249) became the fastest doubling stock since the year of the tiger. In the Hong Kong stock market, meituan, Shangtang and Baiji Shenzhou all rose significantly.
As of the morning closing, the Shanghai Composite Index rose 0.55% to 3476.15; The Shenzhen Composite Index rose 1.31% to 13471.70 points; The gem index rose 2.01% to 2821.48.
collective strength of chip concept
On the morning of the 23rd, the chip concept sector broke out, and the bully screen concept sector rose.
Large market capitalization leading stocks such as Naura Technology Group Co.Ltd(002371) , Wingtech Technology Co.Ltd(600745) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Gigadevice Semiconductor (Beijing) Inc(603986) rebounded significantly, of which Naura Technology Group Co.Ltd(002371) rose by the limit, with a total market value of 154.6 billion yuan.
Yesterday, a document circulated in the market showed that Infineon, a large chip manufacturer, had sent a notice entitled “customer information: recent market and cost dynamics” to dealers on February 14 local time, planning to raise the price of its products. However, the specific product lines and price increases were not disclosed.
Insiders said that because the gap between supply and demand in the semiconductor industry still exists, the price rise is bound to be transmitted to all links in the industrial chain. The tight supply situation will continue throughout the year. In addition, due to the outbreak of demand, many end customers can not get orders from large manufacturers and will also choose some Chinese manufacturers. Therefore, we should actively pay attention to the production capacity and cooperation of domestic manufacturers.
Some market participants said that the sharp rise of the chip sector was also affected by the news that the global semiconductor raw material gas supply in Ukraine is tightening or pushing up the cost of the industrial chain.
Wanlian Securities said that Ukraine is a major supplier of semiconductor raw materials in the world, including neon, argon, krypton, xenon and other gases. Nearly 70% of the global output of neon is supplied by Ukraine, and neon is a necessary raw material. If the supply is blocked, it may have an impact on the global semiconductor industry.
Yimikang Tech.Group.Co.Ltd(300249) the daily limit has doubled in the past four days
On the morning of the 23rd, “counting East and counting West” concept stock Yimikang Tech.Group.Co.Ltd(300249) gained the fourth consecutive “20cm” limit, with a cumulative increase of 107.48%, becoming the fastest doubling stock in the year of the tiger.
Yimikang Tech.Group.Co.Ltd(300249) recently announced that the company’s current business includes two fields: information data and environmental protection governance. Among them, the business in the field of information data will face opportunities and challenges under the national plan to promote the “Eastern data and Western computing” project. However, the impact of this policy on the company’s performance depends on multiple factors such as the promotion and operation of relevant businesses and the ability of cost control. The company is still unable to accurately predict its impact on the company’s operating performance.
In terms of performance, the company expects the net profit attributable to shareholders of listed companies to be 25-35 million yuan in 2021 and a loss of 166 million yuan in the same period in 2020.
the central media shouted that meituan ushered in a rebound
On the morning of the 23rd, the Hong Kong stock market also performed well. The Hang Seng Index rose 0.69% to 23682.90 in midday trading; The Hang Seng technology index rose 1.33%. The IT sector led the gains, with meituan rising more than 7% in a straight line, leading the rise of blue chips, and closing up 5.66% at noon.
Previously, meituan has fallen for three consecutive days, with a cumulative decline of more than 20%, including a decline of more than 14% on February 18.
Today, the economic daily published a commentary saying that among the 43 relief measures in the “several policies on promoting the recovery and development of difficult industries in the service industry”, some people focused on this one: “Guide Internet platform enterprises such as takeout to further reduce the service fee standard of catering merchants”, which is interpreted as the continuous fall of supervision on the platform economy, The valuation logic of platform economy needs to be reconstructed, and the share prices of some takeout platforms have fallen sharply. This reaction is a little too much. The full text of the policy is more than 5000 words, and there is only one or two sentences referring to the platform economy. Its original intention is not to target the platform economy. In fact, in the relief policies implemented mainly by the central finance and government departments, platform enterprises have become the contributors with high hopes, which just shows that the important position of platform enterprises in the economy and society has been recognized, can link thousands of market subjects, and has great prospects in the future.
In addition, this morning, Shangtang rose by more than 6%, Baiji Shenzhou rose by more than 3%, and JD group rose by more than 2%.
related reading:
A-share and Hong Kong stock semiconductor sectors broke out! Fundamentals + policies are good. How to select “cost-effective” targets? (with shares)
