Large capital Jiancang stocks are expected to outperform the market.
Earlier, the news of Longi Green Energy Technology Co.Ltd(601012) silicon wafer price reduction triggered a heated discussion in the market. Affected by the above news, the trend of the photovoltaic sector was poor in early trading today, and some leading stocks fell significantly, including Wuxi Shangji Automation Co.Ltd(603185) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Longi Green Energy Technology Co.Ltd(601012) and other stocks, with a decline of more than 3%.
The early trading trend of the whole new energy sector showed adjustment. As of the morning closing, the wind energy sector fell 0.63% and the lithium battery fell 0.97%. However, for the whole year, the new energy sector is still the bull crown market. Even some new energy stocks in the old third board market have a strong trend, among which Zhonghe 1 has pulled out 48 one word limit.
Zhonghe 1 pulled 48 one word limit
At the beginning of last year, Zhonghe 1 (Code: 400072) was unable to disclose the 2019 annual report on the National SME share transfer system platform on schedule, and the company’s share transfer mode was changed from “turnover allowance for 3 times” to “turnover allowance for 1 time”. Last Friday, the stock pulled out the one word limit again, closing at 3.7 yuan, with a market value of 2.35 billion yuan. This is the 48th consecutive one word limit for the stock, with a cumulative increase of 640% during the year.
The turnover rate of the stock is not low this year. According to the statistics of the securities times and databao, the cumulative turnover of the stock this year is close to 86 million yuan, with a turnover rate of more than 8%. It is a relatively active stock in the old third board. Specific to the trading day, the turnover of the stock was nearly 12 million yuan on November 5, and the turnover reached 8 million yuan on October 29 and November 12.
Why is the stock so popular in the market? Public information shows that the main business of Zhonghe 1 is divided into two parts: textile printing and dyeing and new energy lithium battery. In terms of the new energy industry most concerned by the market, its subsidiary Jinxin mining belongs to the spodumene mine in dangba Township, malkang County, Aba Prefecture, Sichuan Province. It is one of the largest spodumene mines in China and a rare high-quality large-scale lithium mine resource in China. In addition, ABA Zhonghe new energy, a foreign subsidiary, has a lithium hydroxide monohydrate production line, and Shenzhen Tianjiao, a subsidiary, is a leading enterprise of ternary cathode materials for new lithium batteries in China.
However, recent announcements show that Jinxin mining has been seized. In addition, the company issued a risk warning announcement at the end of October that the company could not disclose the third quarter report of 2021. In addition, the company’s latest financial report is the third quarterly report of 2019, that is, the company has not released financial reports in recent two years.
the latest exposure of institutional funds
Some analysts pointed out that at the end of the year, the capital may be in a tense situation, and individual stocks with large gains are also facing the risk of profit taking. Therefore, in the short term, individual stocks that can obtain institutional funds to build positions have a higher probability of outperforming the market.
According to the statistics of data treasure, in the list of dragons and tigers in the past five days, 121 stocks were net purchased by institutions or business departments, with a net purchase of 6.585 billion yuan. In terms of capital flow, the main capital of A-Shares has shown a net outflow in recent five days, with a net outflow of 148.872 billion yuan, which has been a net outflow of main capital for six consecutive days.
In the context of the net outflow of main funds, the institutional funds of longhubang have shown a net buying state in the past five days. According to the statistics of data treasure, among the dragon and tiger lists in the past five trading days, 109 stocks showed the figure of institutions, of which 68 stocks showed the net purchase of institutions and 41 stocks showed the net sale of institutions. In the past five days, the top three institutions’ net purchases were Shanghai Baolong Automotive Corporation(603197) , Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , and the net institutional capital inflows were 403 million yuan, 218 million yuan and 154 million yuan respectively. In addition, the top stocks sold by institutions were Haili wind power, Unisplendour Corporation Limited(000938) , Ningbo Deye Technology Co.Ltd(605117) , etc., and the net outflow of institutional funds was 166 million yuan, 157 million yuan and 146 million yuan respectively. Details are shown in the table below.
At the same time, among the dragon and tiger list stocks that landed in Shanghai and Shenzhen in the past five trading days, business department net bought larger stocks, including Unigroup Guoxin Microelectronics Co.Ltd(002049) , Haili wind power, Xj Electric Co.Ltd(000400) . specifically, Unigroup Guoxin Microelectronics Co.Ltd(002049) is the most favored stock of funds. The net purchase amount of the business department reached 563 million yuan, ranking first in the list. In addition, the net purchase amount of Haili wind power business department also ranked among the top.
The data show that some stocks in the institutions or business departments of the dragon and tiger list show that there are funds buying net, and the main funds are still flowing in net during this period. Both show that these stocks are favored by the main funds. Among the 121 stocks net purchased by longhubang institutions or business departments in the past five days, there were 84 stocks with net inflow of main funds in the same period. The stocks with the largest net inflow were Haili wind power, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Surfilter Network Technology Co.Ltd(300311) , and the main funds were 1.399 billion yuan, 445 million yuan and 295 million yuan respectively. The stocks with strong net inflow of main funds include Fujia shares, HuaSu shares and San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , with a strength of 99.84%, 99.12% and 97.81% respectively.
(data treasure)
