High level “demon stock” encountered “Black Thursday”. On December 23, more than 10 high-level stocks such as Hunan Tyen Machinery Co.Ltd(600698) fell by the limit. A number of companies with low prices rose by the limit. Data show that since December, the low-cost stock index has risen by more than 12%, while the high-price stock index has fallen by more than 6%.
In terms of capital, the north direction capital ended net sales for 4 consecutive days and net purchases of 2.492 billion yuan on the 23rd. As of yesterday’s close, the three major stock indexes had rebounded in shock, and the Shanghai Composite Index closed at 3643.34 points, up 0.57%; The Shenzhen Component Index closed at 14863.93, up 0.49%; The gem index closed at 3373.70, up 0.15%.
Previously, the CSRC solicited opinions from the public on Amending the provisions on the trading interconnection mechanism between the mainland and Hong Kong stock markets, and strictly supervised the “fake foreign capital”. China Merchants Securities Co.Ltd(600999) believes that in the short term, the emotional disturbance brought by supervision may weaken or even slightly outflow of northward capital inflow, but this part of capital is not the main force of recent northward capital volume, and the scale of “fake foreign capital” is not high, with limited marginal impact on northward capital and A shares.
At the end of the year, some small market value stocks interpreted the continuous board market. However, with the suspension and verification of the “leader” San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , the speculation mood was suppressed, and more and more “demon stocks” began to adjust. Yesterday, the hot board stocks fell into the limit tide. Hunan Tyen Machinery Co.Ltd(600698) more than doubled in less than one month fell the limit for two consecutive days. For Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) with 14 daily limits recorded in the early stage, there have been 2 daily limits in the last three days.
While “demon stocks” fell sharply, there are still retail investors taking orders at a high level. On December 23, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) the dragon and tiger list showed that East Money Information Co.Ltd(300059) the first securities business department of Lhasa East Ring Road, East Money Information Co.Ltd(300059) the second securities business department of Lhasa East Ring Road, East Money Information Co.Ltd(300059) the first securities business department of Tuanjie Road, Lhasa, known as the “retail base”, bought net purchases of 12.71 million yuan, 3.21 million yuan and 1.81 million yuan respectively.
In fact, the ebb tide of “demon stock” speculation has long been followed. On December 21, high-end stocks differentiated, Zhejiang Yueling Co.Ltd(002725) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) and other opening encountered a flash limit, and Longzhou Group Co.Ltd(002682) staged a ground Sky board. On the 22nd, there were greater differences in the market, and high-level stocks such as Xuchang Ketop Testing Research Institute Co.Ltd(003008) , Shenyang Jinshan Energy Co.Ltd(600396) , Zhejiang Yueling Co.Ltd(002725) fell by the limit in batches. On the 23rd, popular stocks continued the ebb trend in the early stage and ushered in the limit tide.
Liu Yan, chairman of anjue assets, said that from the bottom logic of investment, speculation in “demon stocks” is no different from gambling. It is nothing more than buyers’ betting, and gambling makers will open all the way. This kind of gambling investment behavior is difficult to make long-term money, and the probability of loss is very high.
While the “demon stock” stalled, the two early hot spots of auto parts and green power returned yesterday, and the relevant power, wind power, photovoltaic, hydrogen energy, UHV and other sectors strengthened collectively. Ningbo Kbe Electrical Technology Co.Ltd(300863) gained 20% of the limit, and several stocks such as Ning Xia Yin Xing Energy Co.Ltd(000862) , Hunan Development Group Co.Ltd(000722) , Cecep Solar Energy Co.Ltd(000591) rose.
Zhongtai Securities Co.Ltd(600918) it is expected that the installed scale of photovoltaic will increase significantly in 2022. It is recommended to continue to pay attention to the investment opportunities of green power enterprises. According to its latest research report, the promotion of carbon neutralization policy has opened up new growth space for the development of environmental protection industry and brought incremental income sources. It is suggested to grasp the four investment directions of low-carbon development on the supply side, electrification on the consumer side, infrastructure of carbon trading and incremental income of CCER caused by carbon trading.
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(Shanghai Securities News)
