On Tuesday, securities companies, banks and other financial sectors fell collectively, dragging down the three major A-share indexes to close down slightly. The rest of the index did not affect the trading enthusiasm of subject stocks. Yuan universe, digital currency and other subject stocks staged a wave of daily limit, and the number of individual stocks in Shanghai and Shenzhen continued to remain at a high level during the year.
As of yesterday’s close, the Shanghai composite index was at 3661.53 points, down 0.53%; Shenzhen composite index reported 15136.78 points, down 0.50%; Gem index reported 3495.06 points, down 0.05%. The Shanghai and Shenzhen stock markets traded a total of 1141.1 billion yuan, above trillion yuan for 38 consecutive trading days.
The concept of Yuan universe showed a strong momentum at the opening stage yesterday. Leading stocks such as Meisheng Cultural & Creative Corp.Ltd(002699) , Shunya International Martech (Beijing) Co.Ltd(300612) opened directly at the limit price, and the willingness to rush for funds was obvious. As of the closing, Meisheng Cultural & Creative Corp.Ltd(002699) harvested 5 consecutive boards, Shunya International Martech (Beijing) Co.Ltd(300612) , Shanghai Luoman Lighting Technologies Inc(605289) , Hubei Radio & Television Information Network Co.Ltd(000665) and so on.
The dragon and tiger list released by the exchange shows that small and medium-sized investors and hot money constitute the main force to promote the short-term sharp rise of the concept of meta universe.
According to the list of Meisheng Cultural & Creative Corp.Ltd(002699) on December 13, the business position of active hot money seat China Greatwall Securities Co.Ltd(002939) Shenzhen Shennan Avenue ranked first on the same day, with a purchase amount of 19.59 million yuan; The two Lhasa business departments of East Money Information Co.Ltd(300059) securities also ranked among the top five, with a purchase amount of about 14 million yuan, indicating that small and medium-sized investors are enthusiastic about participation and trading.
Behind the sharp rise in share prices, the trading risks implied by some meta universe concept companies deserve vigilance. If the warning letter from Zhejiang securities regulatory bureau was received on Meisheng Cultural & Creative Corp.Ltd(002699) December 10, Zhejiang Securities Regulatory Bureau found that the company had violations such as the non deliberation and disclosure of the occupation of funds by the controlling shareholders and their related parties, the freezing of shares of the controlling shareholders and their concerted actors and the non timely disclosure of their shares.
China International Capital Corporation Limited(601995) the media Internet team said that although the future development of metauniverse is coming, the road is blocked and long. At present, the discussion of metauniverse mostly comes from the level of capital and media. However, if we want to truly realize the meta universe, we need to make breakthroughs in products and technologies. “The development of the meta universe is still in its infancy, and the market interpretation has gradually entered the rational stage.” China International Capital Corporation Limited(601995) judgment.
Conceptual themes such as yuancosmos and digital currency are repeatedly active, which is the epitome of the current focus of funds on small and medium-sized stocks. Even if the three major stock indexes fell collectively yesterday, the number of trading limits in the two cities was still as high as 105, most of which were small and medium-sized companies with a market value of less than 20 billion yuan. Since December, the average daily limit of A-Shares has reached 88.4, higher than the average level this year.
In the latest 2022 market outlook released by Anxin securities, the “small and medium-sized market” is set as one of the three core keywords of A-Shares next year, and the other two keywords are “carbon neutralization” and “manufacturing”.
The Pacific Securities Co.Ltd(601099) Securities believes that we should strengthen the style of small and medium-sized market, mainly based on the following three points: first, after the end of the policy, the probability of small and medium-sized market dominance is high and the average increase is large; Second, the valuation of large cap stocks remains high, and the valuation of small and medium cap stocks is relatively reasonable; Third, the concentration of funds tends to decline.
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(Shanghai Securities News)
