On December 9, Qiming Information Technology Co.Ltd(002232) rose strongly again. Driven by the concept of EDR (event data record system), the stock has gained 5 trading boards in the past 8 trading days. In just one month, the company's share price doubled.
On the same day, the company issued an announcement on abnormal stock fluctuations, saying that there was no information that should be disclosed but not disclosed. Recently, the company said that it currently provides tachograph related products in the field of commercial vehicles and will layout new business segments according to the situation.
the share price continued to rise sharply in five boards in eight days
According to the China Securities Taurus app data, on December 9, Qiming Information Technology Co.Ltd(002232) opened substantially lower by nearly 5%, and then quickly pulled up to the daily limit, but then fluctuated lower. In the afternoon, Qiming Information Technology Co.Ltd(002232) broke out again and sealed the trading limit. On the same day, it closed at 22.51 yuan per share, up 10.02%, with a turnover of 1.678 billion yuan.
The data show that Qiming Information Technology Co.Ltd(002232) has increased by more than 25% in the past three trading days. Driven by the EDR concept, the stock has accumulated 5 trading boards in the past 8 trading days. Over the past month, the stock has risen from less than 10 yuan and doubled rapidly.
It is worth noting that in the past three trading days, Qiming Information Technology Co.Ltd(002232) accumulated transactions of 5.177 billion yuan. Before November 15, Qiming Information Technology Co.Ltd(002232) daily average turnover was less than 50 million yuan, and the minimum was less than 10 million yuan.
The data of Qiming Information Technology Co.Ltd(002232) dragon tiger list was exposed again because the deviation value of rise and fall in three consecutive trading days reached 20%. The data show that in the past three trading days, the top five business departments with the largest purchase amount bought 412 million yuan in total, and the top five business departments with the largest sales amount sold 329 million yuan in total, with a net purchase amount of 82.3369 million yuan.
With the stock price rising, the game between institutions is also significantly intensified. According to the data of the dragon and tiger list, in the past three trading days, the institutional special seats located in buy one and sell one have bought a total of 128 million yuan, sold 76.7833 million yuan at the same time, and bought a net of 51.22 million yuan.
company: currently provides dash cam related products
On the evening of December 9, Qiming Information Technology Co.Ltd(002232) announced the abnormal fluctuation of stock trading, saying that the company's current operation is normal, the internal and external environment has not changed significantly, and there are no major events that should be disclosed but not disclosed.
The reporter found that with the continuous sharp rise of the company's share price, investors' attention to Qiming Information Technology Co.Ltd(002232) has increased significantly. Many investors put forward various problems on the investor interaction platform, involving the recently hot EDR technology and products, as well as the Internet of vehicles, data center and other businesses.
In view of the EDR plan and other issues, on December 2, the company said on the interactive platform of Shenzhen stock exchange that the company currently provides tachograph related products in the field of commercial vehicles. According to the national policy guidance, the company actively invests in new businesses and provides new performance growth points for the company when market conditions and the company's situation allow.
On December 6, the company replied again that it would actively respond to new market changes, improve existing products and lay out new business segments in combination with the company's situation and market demand.
agency predicts track opportunities open
Insiders said that since this year, the market of auto parts related sectors has emerged one after another, and EDR is the latest hot spot in the market. The main products and services of Qiming Information Technology Co.Ltd(002232) include automotive industry management software and automotive electronic products, so it is popular with a lot of funds.
According to the data, EDR is mainly used to record the key data of vehicle operation in the three stages before, during and after collision. It is regarded as the "black box" of vehicle. The recorded information can reproduce the accident process and be used for vehicle accident analysis. According to the latest version of technical conditions for safety of motor vehicles released this year, EDR is mandatory for all newly produced passenger cars in China from January 1, 2022.
Recently, a number of securities companies have released research reports, which are optimistic about the prospects of EDR related fields. It is reported that the EDR industrial chain mainly includes vehicle specification MCU chip companies, automobile safety related companies and Internet of vehicles related companies. At present, the EDR penetration rate in China is generally not high. With the formal implementation of relevant laws and regulations, the penetration rate will increase rapidly.
According to the Research Report of Founder Securities Co.Ltd(601901) , the sales volume of passenger cars in China is expected to reach 23 million in 2022. According to the calculation that the incremental EDR equipment is about 80%, the incremental EDR market in China will reach 5.5-7.4 billion yuan next year (excluding the value of EDR data extraction tools).
(China Securities Journal)
