Many chip stocks have outperformed the market since November.
On the evening of December 1, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) with continuous trading limit for nearly 7 trading days issued an announcement. The company’s stock has increased significantly recently, and it has touched abnormal fluctuations in stock trading for many times during the period. In view of the recent large fluctuation of the company’s share price, which deviates from the company’s fundamentals, in order to safeguard the interests of investors, the company checks the fluctuation of stock trading.
This is the second suspension verification of * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) due to abnormal fluctuations in stock trading in nearly a month. The last suspension was on November 9, which was suspended due to the rise of the limit for 10 consecutive trading days. Calculated from November 26, the continuous trading limit, the company has harvested 18 trading boards during the period, ranking first among all a shares, and the share price has increased by 105.41%.
Judging from the notice of suspension, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) has certain risks. On November 17, the company announced that the CSRC ordered the company to revise the regular report data. After the revision, the audited net assets attributable to the shareholders of the listed company in 2020 were revised from 29.0653 million yuan to -48.24933 million yuan. As early as September this year, the company had been filed by the CSRC for suspected illegal information disclosure.
In addition, the company has applied for bankruptcy reorganization, but there are significant uncertainties in the bankruptcy reorganization due to the unresolved illegal guarantee matters of the company, and it is impossible to complete the bankruptcy reorganization within the year. According to the disclosure of the company’s third quarterly report, the current net assets of the company are -788 million yuan. If the audited ending net assets of the company in 2021 are still negative, the listing of the company’s shares will be terminated.
According to the data of the Dragon Tiger list, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) the main business departments with abnormal trading fluctuations recently include the business department of East Money Information Co.Ltd(300059) securities in Lhasa, which occupies more than half of the seats in the Dragon Tiger list for nearly a month, and there are few institutional funds.
the latest list of chip concentrated stocks is released
According to the statistics of securities times · data treasure, 139 companies announced the latest number of shareholders as of November 30. Compared with previous periods, the number of 22 shareholders has decreased for more than three consecutive periods, and the number of shareholders has decreased for 22 consecutive periods at most. In other words, the chips showed a continuous concentration trend. In terms of the decline in the number of shareholders in the latest period, has a large decline in Shenzhen Ruihe Construction Decoration Co.Ltd(002620) , Meter Instruments Co.Ltd(301006) , Konka Group Co.Ltd(000016) and so on. The number of shareholders in the latest period has decreased by 16.23%, 13.33% and 9.73% respectively.
Among the stocks with a continuous decline in the number of shareholders, Shanghai Urban Architecture Design Co.Ltd(300983) and Ofilm Group Co.Ltd(002456) have been declining for a long time. Among them, Shanghai Urban Architecture Design Co.Ltd(300983) has decreased for 22 consecutive periods, with a cumulative decline of 43.5%. Shanghai Urban Architecture Design Co.Ltd(300983) is a new share listed in April this year. Since its listing, the number of shareholders of the company has shown a continuous downward trend. Ofilm Group Co.Ltd(002456) the number of shareholders has decreased for 18 consecutive periods, and the number of shareholders has continued to decrease since March this year, with a cumulative decrease of 18.66%. The company’s share price has continued to rebound since August, with a cumulative increase of 21.47%. There are China Union Holdings Ltd(000036) , Yixintang Pharmaceutical Group Co.Ltd(002727) , Beijing Yanjing Brewery Co.Ltd(000729) and so on.
In terms of performance, the profits of 15 consecutive chip concentrated stocks increased year-on-year, including 7 stocks with a year-on-year increase of more than 100%, and Sichuan Chengfei Integration Technology Corp.Ltd(002190) , Naipu Mining Machinery Co.Ltd(300818) , Wanma Technology Co.Ltd(300698) ranked first with a year-on-year increase of 279.22%, 251.09% and 162.55% respectively. Sichuan Chengfei Integration Technology Corp.Ltd(002190) said that in the first three quarters, the revenue of various businesses, especially the auto parts business, increased significantly compared with the same period of last year, and the profitability improved significantly.
From the perspective of institutional trends, among the declining number of shareholders, 5 have been investigated by institutions in recent months. From the perspective of the number of institutional researchers, the institutions are Huali Industrial Group Company Limited(300979) , Ofilm Group Co.Ltd(002456) , Weihai Guangwei Composites Co.Ltd(300699) , with 246, 111 and 12 institutions participating in the research respectively.
The number of shareholders of Huali Industrial Group Company Limited(300979) decreased for four consecutive periods. The company disclosed investor research information twice in November, with a total of 244 institutions, including more than 20 overseas institutions. During the survey, the company said that in the future, considering the demand of customer orders, the company will still maintain positive capacity expansion. In the next few years, the three new plants put into operation in Vietnam this year will reach production capacity one after another, and the plants in Indonesia are also under construction as planned.
Data treasure statistics show that the share prices of chip concentrated stocks have generally risen since November, with an average cumulative increase of 13.74%, and six stocks have increased by more than 20%. The cumulative increases of Suzhou Tfc Optical Communication Co.Ltd(300394) , Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Tianqi Lithium Corporation(002466) ranked first, with 32.94%, 29.96% and 24.77% respectively.
(data treasure)
