In February, the share price soared by 170.88%. Zhejiang Construction Investment Group Co.Ltd(002761) ( Zhejiang Construction Investment Group Co.Ltd(002761) ), known as the “first demon stock in the year of the tiger”, resumed trading on March 1 after five days of suspension and verification. On the first trading day of March, the stock suffered a “blow to the head”, and it was traded at the limit price at the beginning of the trading. Although there were repeated intraday trading, it was still close to the limit at the end of the trading, closing down 9.71%. It is worth noting that on March 1, the turnover rate of Zhejiang Construction Investment Group Co.Ltd(002761) was as high as 45%, and many funds bought the rocker in the late trading. Who is doing more against the trend and whether Zhejiang Construction Investment Group Co.Ltd(002761) can revive “Huwei” under the high turnover rate has become a topic of concern for many investors.
new hot money brings more than 50 million yuan to the site
According to the after hours dragon tiger list data, on March 1, China Securities Co.Ltd(601066) Suzhou Industrial Park Xinghai Street securities business department and Guosheng securities Hubei Branch bought 286241 million yuan and 267489 million yuan respectively, becoming new takers. Neither of the two seats appeared in the February dragon tiger list data of Zhejiang Construction Investment Group Co.Ltd(002761) .
Although the second and first securities business departments of Lhasa East Ring Road ranked among the top two in the buying list, they bought more than 30 million yuan and sold more than 10 million yuan at the same time. Therefore, the two business departments bought 156968 million yuan and 13.344 million yuan respectively. Huaxin Securities Shanghai Branch, the “base of quantitative funds”, bought 24.423 million yuan and sold 316764 million yuan on March 1, resulting in a net sales of 7.2535 million yuan. These three seats had frequently appeared in Zhejiang Construction Investment Group Co.Ltd(002761) the dragon and tiger list data, which contributed a lot to the soaring share price in February.
Among the top five seats sold, Yongxing Securities Beijing Branch sold the largest amount, reaching 419126 million yuan. In addition, Gf Securities Co.Ltd(000776) Taizhou Fenghuang East Road Securities Business Department, Dongxing Securities Corporation Limited(601198) Jinjiang Heping Road Securities Business Department, Everbright Securities Company Limited(601788) Shenzhen Jintian Road Securities business department all had net sales of more than 20 million yuan on March 1.
market views differ
“As soon as I opened the limit, I ran away and was content.” Some investors thought of the stock price performance of Zhejiang Construction Investment Group Co.Ltd(002761) on March 1, “this is the main force saving itself, pulling Ningbo Construction Co.Ltd(601789) and covering Zhejiang Construction Investment Group Co.Ltd(002761) shipment.”
However, some investors predict that “the major infrastructure leaders will not stop so soon. Now the main line of steady growth is still the main line recommended by institutions. After a short shock, there may be opportunities.”
“After stepping on the east wind of Zhejiang common prosperity demonstration area on February 7, Zhejiang Construction Investment Group Co.Ltd(002761) has experienced repeated speculation on multiple themes such as the Hangzhou Asian Games and the recovery of large infrastructure projects. However, public data show that Zhejiang Construction Investment Group Co.Ltd(002761) 9159% of the company’s revenue comes from construction business, while the revenue recognition amount of rail transit projects and PPP projects with high market attention is relatively low.” Market analysts believe that during the suspension of the company, the mood led speculation funds ebbed, and the market will focus more on the main business of the listed company itself.
In addition, Zhejiang Construction Investment Group Co.Ltd(002761) share price soared, which also attracted the attention of regulatory authorities. On February 18, the Shenzhen Stock Exchange issued a regulatory dynamic announcement, saying that from February 14 to February 18, the Shenzhen Stock Exchange adopted self-discipline regulatory measures for 43 abnormal securities transactions, involving intraday lifting and suppression, false declaration and other abnormal transactions; Focus on the recent increase.
