Hey, you said that the Shanghai and Shenzhen stock indexes are weak today. I'm used to it near the end of the year. However, why is even the rise of individual stocks rubbed on the floor by the "little brother next door"?
The top 10 stocks in Shanghai, Shenzhen and Beijing rose today
After the closing, looking at the ranking list of individual stocks, Niu Yanjun suddenly found that since the stock software included individual stocks of the Beijing stock exchange in the statistics, today is probably the first time that individual stocks of the Beijing stock exchange have increased more than 4000 stocks in Shanghai and Shenzhen, ranking first, which is also a modest historical record!
Statistics show that senxuan Pharmaceutical (830946) is committed to the R & D, production and sales of chemical APIs, pharmaceutical intermediates and oxygen-containing heterocyclic chemical intermediates. It is also one of the first listed companies when the Beijing stock exchange officially opened on November 15.
K-line chart of senxuan medicine in the near future
After the opening of the Beijing stock exchange, senxuan pharmaceutical started a slow correction, but began to rise rapidly last week. Yesterday, it broke through the intraday high on November 15, and boarded the dragon and tiger list, with many hot money involved. At the end of today's trading, the "super large trading limit" of 30cm was directly closed, with an increase of 29.96%. At the same time, the trading volume in the past three trading days was significantly enlarged, indicating that the funds were quite active. The last 30cm "super large daily limit" dates back to Northland on December 13.
Niu Yanjun (every bull's eye: njcjnews) noted that the sharp rise of senxuan medicine may be related to the recent sharp rise of Jinghua Pharmaceutical Group Co.Ltd(002349) (002349, SZ), the major shareholder holding 72.31%.
Jinghua Pharmaceutical Group Co.Ltd(002349) recent daily K-line diagram
Taking advantage of the recent rise in the price of raw materials in the traditional Chinese medicine industry and the sharp rise in traditional Chinese medicine stocks, Jinghua Pharmaceutical Group Co.Ltd(002349) closed 5 boards in 6 days, with a maximum increase of 57%.
In the face of such a rise of "benign interaction between the two markets", Niu Yanjun (every bull's eye: njcjnews) suddenly had an idea: will the performance of Shanghai and Shenzhen markets be weak at the end of the year, and some idle hot money turn to hype the subject matter of the Beijing stock exchange? After all, the 30cm "extra large daily limit" has more space to play, small plates and more stimulation. It seems that we should pay attention to the individual stocks of the Beijing stock exchange in the future!
When it comes to traditional Chinese medicine stocks, if you chase up and buy while it is busy a few days ago, you are likely to be very depressed today, especially Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) (600436. SH), known as "Maotai in medicine".
Daily K-line map of Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) in the near future
Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) today's "soul breaking chopper" can be said to have no warning in advance. Last week, it was still trying to hit the historical high of 491.88 yuan / share since its listing, which was set on July 21. Today, it was slightly higher and quickly fell after opening. It opened less than 3 hours, and was directly sealed on the daily limit at 13:40 p.m., and the trading volume was greatly enlarged to a new high of nearly 3 months. Looking as like as two peas chart, it is almost the same as July 22nd. Is it high?
Comparison between today's time sharing chart and July 22's time sharing chart
Of course, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) today's Long Yin line is obviously more frightening than that on July 22: it directly broke through the 5, 10, 20, 30 and 60 day moving average and fell back to the position in mid November. At the same time, such a decline directly reduced the total market value by 28.7 billion yuan, but the total market value of 258.5 billion yuan still ranked among the top 50 of all individual stocks.
Image source: wind data
From the perspective of the top ten circulating shareholders of the third quarterly report, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) is heavily held by Lu Gutong, China Securities Finance Co., Ltd. and five public funds. Therefore, it is analyzed that today's limit is likely to be caused by the violent position adjustment and share exchange of the fund at the end of the year.
Image source: wind data
Niu Yanjun (every bull's eye: njcjnews) believes that this analysis is quite reliable and very likely. Especially, the stock price is near the historical high and the year-end factors are superimposed. It is a very reasonable explanation for the fund realization to impact the performance ranking. From the data of today's Dragon and tiger list, it seems to confirm this point: the special seats of Shanghai Stock connect are in the position of buy 1 and sell 1. They buy 486 million yuan and sell 451 million yuan at the same time; The two institutional seats ranked buy 3 and buy 4, with a total net purchase of 110 million yuan. However, the three institutional seats are sold separately for 2, 3 and 4, with a total net sales of up to 500 million yuan!
In addition, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) 's second largest circulating shareholder, natural person Wang Fuji, is also worth mentioning. Wang Fuji, known as "super niusan", entered the list of Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) top ten circulating shareholders in the mid-2009 report, with a market value of 68.52 million yuan at that time. In the next 11 years, Wang Fuji almost only bought but not sold. The holding cost was 200 million yuan, and the holding market value once increased to 12 billion yuan, that is to say, he earned 60 times in 12 years, which was not a dividend, and even boarded the Forbes Global rich list.
An ox man is an ox man. An ox eye gentleman (njcjnews) expresses incomparable envy, jealousy and no hatred. However, in case of a broken head and a falling limit, the bull man can't help it today. He will lose nearly 1.3 billion yuan a day. I'm afraid he will have to vent his heart disease if he changes to the bull eye.
Finally, from the K-line chart of the Shanghai stock index, the contraction is obvious near the end of the year, and it has been continuously suppressed by the 10 day moving average, and it has also lost 3600 points. I'm afraid it will be difficult to have a good performance in the remaining two trading days in 2021. Just move a small bench and watch the performance.
Today, the market is weighed down by weight such as baijiu. Liyang road sun brother has won 2 large limit trading.
(1) today's hot money trend
Brother Zhao
Shandong Chiway Industry Development Co.Ltd(002374) buy 48.27 million;
Shandong Chiway Industry Development Co.Ltd(002374) sold 14.42 million;
Hubei Radio & Television Information Network Co.Ltd(000665) sold 16.19 million;
Shenzhen Asia Link Technology Development Co.Ltd(002316) sold 13 million;
Liyang Road
Andon Health Co.Ltd(002432) purchase 41.17 million;
Honz Pharmaceutical Co.Ltd(300086) buy 18.64 million;
Zhejiang Chunhui Intelligent Control Co.Ltd(300943) buy 18.5 million;
Zhang Mengzhu
Kunming Longjin Pharmaceutical Co.Ltd(002750) bought 16.29 million;
Niu Yanjun concluded: today's market overcast adjustment, the trading volume shrank slightly, the north capital bought net for two consecutive days, and the aviation, shipping and ice and snow industries led the increase. Today's market failed to continue to rebound, mainly due to the weakness of heavyweights and overall capacity constraints. In the later stage of band adjustment, the index will often fluctuate repeatedly. In terms of index, the national securities 2000 index is still the strongest index. The gem index is in the process of deviating from the structure at the end of 60 minutes. The Shanghai 50 index has the largest decline today, but its 60 minute and 90 minute lines are beginning to be passivated.
From the perspective of the Shanghai stock index, today is the 13th day since the 3708 point adjustment and the 8th day since the 3589 point low shock. It is also a time node; Maintain the judgment that there will be a low turning point in the near future. On the whole, it may enter the later stage of adjustment, and the market is preparing for the new year's market. In terms of operation, it is also dominated by bargain hunting. For plates with middle line logic, the adjustment will often form a better low point area.
Brother Zhao: Although individual stocks generally fell today, but Shandong Chiway Industry Development Co.Ltd(002374) did not callback under the blessing of hot money, and continued to rise today. In combination with yesterday's seats, brother Zhao today disagreed with the high standard adjusted in the early stage of bottom reading. He bought Hubei Radio & Television Information Network Co.Ltd(000665) 15.53 million yesterday and sold 16.19 million today. In addition, we bought Shandong Chiway Industry Development Co.Ltd(002374) 36.26 million yesterday, made t today, continued to increase our positions, bought 48.27 million and sold 14.42 million at the same time. In addition, Shenzhen Asia Link Technology Development Co.Ltd(002316) 13 million were sold.
Liyang Road: at the end of the year, the capital operation was cautious, the market sentiment tended to avoid risks, the plate rotation was more frequent, and the operation was more difficult, but the profit-making effect of the plate affected by the favorable policies was obvious. Today, two leading pharmaceutical and medical stocks were listed on Liyang Road, buying Andon Health Co.Ltd(002432) 41.17 million and Honz Pharmaceutical Co.Ltd(300086) 18.64 million; Buy Zhejiang Chunhui Intelligent Control Co.Ltd(300943) 18.5 million at the same time. Today, the medical and health care sector rose strongly in the session. From the news, on December 28, the "14th five year plan" for the development of medical equipment industry was released, which proposed that by 2025, the level of advanced foundation and industrial chain modernization of medical equipment industry will be significantly improved, the mainstream medical equipment will basically realize effective supply, and the performance and quality of high-end medical equipment products will be significantly improved, Initially form a comprehensive support capacity for public health and medical health needs.
Zhang Mengzhu: from today's disk, the differentiation is obvious, and the high-standard stocks have entered the final stage. However, near the end of the year, the current market has a clear mood of avoiding high and low, and the plates with large increase in the early stage have ushered in adjustment one after another, mainly due to the large uncertainty of market liquidity at the end of the year and the obvious shortage of market capacity. In particular, Baijiu plate collective decline led to a low index, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) 's market also hit the market. Today, alliance leader Zhang bought Kunming Longjin Pharmaceutical Co.Ltd(002750) 16.29 million. Recently, the company participated in the centralized volume procurement quotation of inter provincial alliance of Chinese patent medicine organized by the leading group office of inter provincial alliance of Chinese patent medicine.
(2) logical comments on hot stock list
Xilong Scientific Co.Ltd(002584)
Daily K-line diagram of Xilong Scientific Co.Ltd(002584)
Logical analysis: the stock rose strongly today. In terms of seats, Changjiang Securities Company Limited(000783) Wuhan Wuluo road bought 79.58 million, CAITONG Hangzhou Shangtang road bought 42.72 million, and Huaxin Securities Shanghai Branch bought 36.67 million. From a fundamental point of view, the company's Shandong aikewei Biotechnology Co., Ltd. is mainly engaged in the development, industrialization and technical services of clinical medicine, molecular diagnosis and gene testing technology products and high-throughput testing platform. New Coronavirus nucleic acid detection kit developed by the company is tested. The company is one of the largest chemical reagent integration suppliers with the strongest comprehensive supporting capacity in China. It carries out the R & D and sales of in vitro diagnostic reagents through its subsidiaries Fujian Fujun, Newland Digital Technology Co.Ltd(000997) and Xilong biology, of which Newland Digital Technology Co.Ltd(000997) is mainly engaged in the production and sales of tumor detection reagents.
(Daily Economic News)
