These days, in a stock community, Niu Yanjun saw that a girl born in 98 sent a video saying that she was inspired to become a female Niu San in the future.
This matter has attracted the attention of many netizens. Some netizens said, “it’s not easy to read more books and invest in this road.”
Niu Yanjun also thinks that it is really not easy to make money from stock speculation compared with more than 10 years ago. It may be OK to make a little money, but it is very difficult to make a lot of money.
At present, there are more than 4500 companies in the stock market. In the future, this number will continue to increase and the economic growth will slow down. Therefore, there is a large differentiation between industries and individual stocks, and it is crucial to set foot on the track.
Today, after the San Yang Ma (Chongqing) Logistics Co.Ltd(001317) suspension verification of the 16th board, demon stocks fell in a large area. For example, Beijing Jingcheng Machinery Electric Company Limited(600860) fell by 6.89%. In addition, Lanpec Technologies Limited(601798) , Shenyang Jinshan Energy Co.Ltd(600396) , Zhejiang Yueling Co.Ltd(002725) fell by the limit.
Military concept stocks Hunan Tyen Machinery Co.Ltd(600698) also fell by the limit today, with a dynamic P / E ratio of more than 36000 times.
However, there are still strong board stocks, such as Yunnan Xiyi Industrial Co.Ltd(002265) , which have been trading for 13 consecutive days.
On the disk, Chinese medicine stocks performed well, such as Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) limit, Beijing Tongrentang Co.Ltd(600085) rose 7.03% and Tianjin Zhongxin Pharmaceutical Group Corporation Limited(600329) rose 5.78%.
for master Baijiu, a senior expert thinks that medicine is different from Baijiu, high-end liquor is a luxury product, and Moutai can drink other cheap baijiu. However, if many people can’t afford drugs, the price of drugs may be reduced, and drugs have a welfare attribute. During this period, there is also news of centralized purchase of traditional Chinese medicine. If it is a public hospital that uses more traditional Chinese medicine, it does not rule out the possibility of being included in centralized purchase in the future. The result of centralized purchase is price reduction. The company is still that company. The fundamentals have not changed, but the market expectations have changed, so the share price has changed differently.
Take Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) for example. Although it is a kind of medicine, some customers have eaten it as a health product. It is not necessarily the sick. The main market is not in public hospitals, so they dare to raise the price continuously.
For the same news, the stock price will vary according to different expectations at different times. There was a paragraph about expectations some time ago. Niu Yanjun can’t find the full version of this paragraph for the time being.
Today, Sanan Optoelectronics Co.Ltd(600703) hit the daily limit and closed up 6.28%.
This is stimulated by a news. Recently, Chen Dongpo, deputy general manager of Sanan Optoelectronics Co.Ltd(600703) , predicted that in 2023-2024, 80% ~ 90% or even 100% of the models with long mileage will be introduced into silicon carbide (SIC) devices.
from the position at the end of the third quarter, noan growth equity securities investment fund managed by Cai Songsong and Ruiyuan growth value hybrid securities investment fund managed by Fu Pengbo ranked among the top ten circulating shareholders.
Before that, Niu Yanjun mentioned silicon carbide. Under 800V fast charging voltage, the fast charging time is greatly shortened. To solve the pain point of long charging, silicon carbide will come in handy.
Some analysts said that in the first year of 800V fast charging next year, many electric vehicles will adopt this fast charging technology.
According to the Research Report of securities companies, substrate and epitaxy are the most important manufacturing links in the SiC device industry chain. SiC industry chain is divided into SiC substrate, epitaxial wafer, device, module and other links. According to the manufacturing process sequence of SiC devices, the cost of SiC substrate accounts for about 50% and the cost of SiC epitaxy accounts for about 25% of the manufacturing cost of SiC devices. Therefore, substrate and epitaxy are the most important components of SiC devices.
Overseas manufacturers occupy a major share in the SiC device and substrate market. At present, the global SiC market is mainly occupied by overseas enterprises. According to yole, Cree, Infineon, Roma, st and other European and American manufacturers occupy the main SiC market share in the world.
Among A-share companies, China Resources Microelectronics Limited(688396) released 1200V SiC MOSFET products independently developed and produced on December 17, which can be applied to new energy vehicle OBC, charging pile and other scenarios.
Sanan Optoelectronics Co.Ltd(600703) is the first manufacturer in China to complete the mass production platform of SiC MOSFET devices. At present, it is accelerating the layout of SiC vertical industrial chain.
The SiC module of Starpower Semiconductor Ltd(603290) has obtained new points for multiple 800V platform motor controllers.
Shinry Technologies Co.Ltd(300745) is the leader of China’s high-voltage on-board electronic control system. All products adopt SiC power devices and have a large number of relevant technical reserves.
Today, what are the trends in hot money?
(1) today’s hot money trend
Brother Zhao
Sold 26.71 million Shenzhen Bauing Construction Holding Group Co.Ltd(002047) ;
Purchase 11.25 million Shenzhen Bauing Construction Holding Group Co.Ltd(002047) ;
Sold 17.59 million Shenzhen Kingsun Science & Technology Co.Ltd(300235) ;
Sold 17.76 million Guangdong Jushen Logistics Company Limited(001202) ;
Purchase 14.45 million Guangdong Jushen Logistics Company Limited(001202) ;
Zhang Mengzhu
Purchase 170 million Shandong Chiway Industry Development Co.Ltd(002374) ;
Laodong Road, Huzhou
Purchase 46.44 million Shandong Chiway Industry Development Co.Ltd(002374) ;
Liyang Road
Sold 28.74 million Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) ;
Purchase 12.66 million Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) ;
Niu Yanjun: today’s market presents two characteristics. One is the strong performance of small cap stocks and the weak performance of large cap stocks, which can be easily seen from the rise and fall of the national securities 2000 index and the Shanghai Securities 50 index. The other is that demon stocks appear at the top of the decline list, such as Zhejiang Yueling Co.Ltd(002725) , Hunan Tyen Machinery Co.Ltd(600698) , Casin Real Estate Development Group Co.Ltd(000838) , which once again illustrates the importance of band operation.
brother Zhao: the concept of Yuan universe is active again in today’s session, Shenzhen Bauing Construction Holding Group Co.Ltd(002047) recently won four connected boards, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) trading for two consecutive days. In terms of seats, “brother Zhao” sold Shenzhen Bauing Construction Holding Group Co.Ltd(002047) 26.71 million yuan and bought 11.25 million yuan today. In addition, it also sold Guangdong Jushen Logistics Company Limited(001202) 17.76 million yuan and bought 14.45 million yuan at the same time.
Zhang Mengzhu: today, many demon stocks entered the knockout competition, and many demon stocks were smashed. However, for the consumption of Baijiu, Shandong Chiway Industry Development Co.Ltd(002374) was broken down yesterday, today is pulled by market funds, from the seat, “Zhang Meng” to buy 170 million yuan, Huzhou labor road to buy 46 million 440 thousand yuan. From a fundamental point of view, at present, the company’s main business is packaging technology business, and the business of its subsidiary Guiyan bottle company is still in its infancy, accounting for a very low proportion in the company’s overall operating revenue.
Liyang Road: today’s real estate leader Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) ushered in the sixth limit. From the perspective of seats, Liyang road bought Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) 12.66 million yuan and sold Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) 28.74 million yuan.
(2) logical comments on hot stock list
Sanxiang Impression Co.Ltd(000863)
Today, the company’s trading limit for the second time in a row. From the perspective of seats, Founder Securities Co.Ltd(601901) Chongqing Jinkai Avenue bought RMB 60.02 million and Huaxin securities Hangzhou branch bought RMB 29.99 million.
From the perspective of the company’s fundamentals, the company belongs to a low-cost real estate stock. Sanxiang culture is positioned to build the first brand in the art level of China’s cultural tourism and performing arts industry, with high market share and excellent brand popularity.
(Daily Economic News)
