After the performance art, did the organization return to normal?
Today, the market received the call of the national "tax reduction" red envelope last night and sent a wave of "red envelopes" to investors. As predicted yesterday, metauniverse and medicine are the most active plates at present.
In the pharmaceutical sector, three stocks from the Beijing stock exchange closed three "30cm" trading limits today, of which senxuan medicine rose 148% in five trading days.
In this wave of theme stock speculation, we may have been lack of attention to the Beijing stock exchange. Today, the three 30cm trading limits can be said to have brought the capital speculation to the extreme. Beijing Capital chose the pharmaceutical sector to break through this time. It was very smart. The main board had to rely on the big finance to launch the big market. The big finance of the Beijing stock exchange had only one Airong software with mutual gold target, with a small market value and no market linkage with the main board. It chose the hottest theme medicine to make a rapid start with the least resistance.
However, the speculation of subject stocks began in October. Why is the response of Beijing so slow?
In fact, this has always been the case in Beijing recently. The speculation of related concept stocks is always slower than that in Shanghai and Shenzhen. This is mainly because there are restrictions on the opening threshold of the Beijing stock exchange, and the vast majority of public funds have not invested in these listed companies after the opening of the Beijing stock exchange, which leads to the cautious investment style of the stock funds in Beijing, which will not be released until there are definite opportunities.
The continuous "30cm" trading limit in Beijing is likely to ignite the trading enthusiasm of Beijing. In the future, subject stocks closely related to the hot spots in Shanghai and Shenzhen will probably receive more capital attention. In particular, some listed companies on the Beijing stock exchange with rapid performance growth now coincide with the time window of the annual report forecast, and there are many opportunities for speculation.
From the perspective of policy, it is inevitable that Beijing will become hot. There is no margin trading. Speculation will improve the market's attention to the Beijing stock exchange, attract accounts and increase liquidity. Friends with authority can play in a small position without hurting their "body".
As for the theme hype, this wave of theme hype completely exceeded DAGO's expectations. There were nearly ten times of big bull stocks Andon Health Co.Ltd(002432) in two months, accompanied by three waves of bull stocks that soared nearly five times Shandong Chiway Industry Development Co.Ltd(002374) . For such a high combustion trend, it seems that except for the bull market in 2015, only the Beijing Tongtech Co.Ltd(300379) letter at the end of 2018 can match it.
At that time, the Beijing Tongtech Co.Ltd(300379) letter also bottomed out in October, and then went out 10 times in four months. Now Andon Health Co.Ltd(002432) is better than others. There has been a fierce trend of nearly 10 times in only two months, one step away from 10 times stocks.
DAGO believes that on the one hand, 2018 is a bear market, which did not turn until the end of the year, and now it is a strong structural market with sufficient trading volume.
Taking history as a mirror, Beijing Tongtech Co.Ltd(300379) Xin's outbreak at that time fully detonated the strength of 5g concept, such as PCB, optical module, RF and chip, which became the most beautiful children of that year. This Andon Health Co.Ltd(002432) rapid rise of nearly 10 times can not only be regarded as demon stock speculation, but also likely means that the theme speculation is still worthy of attention next year, at least in the first half of next year.
In addition to the theme, the performance hype is also quietly starting. Today, the opening of two stocks with a significant increase in the annual report was a word board, especially the strong performance of Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) led to the collective rise of rare earth permanent magnet plate. DAGO believes that the annual performance forecast of Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) has increased significantly than expected, which is a prelude to the explosion of magnetic material performance after the sharp rise of rare earth.
Under the situation of continuous tight supply and demand in the industry, the price of Rare Earth continues to rise steadily, driving the performance of rare earth companies. Carbon neutralization and new energy open broad growth space for rare earth. New energy vehicles, wind power, industrial motors and variable frequency air conditioners all have demand for rare earth magnetic materials. China has built the rare earth industry as China's resource trump card, which is also conducive to the improvement of the valuation of rare earth stocks, Rare earth industry is expected to usher in double growth of performance and valuation.
Technically, most rare earth magnetic material enterprises have not increased much this year. The weekly shock time is very long, which is a power storage structure. If there is continuous performance in the future, it will not be unexpected. Next year, rare earth permanent magnet is a field worthy of attention.
Today, the market is going as expected. It will fluctuate within the predetermined range in the short term, and the pattern will not change for the time being. According to this rhythm, it should be certain that the K-line of Shanghai stock index will close out three consecutive Yang in the year. So far, the Shanghai index has risen 4.1% this year.
Historical records are used to break. Who says the annual K line of the Shanghai index can't be positive for three consecutive years? Now that we have broken the record, why can't we take out the positive line next year?
(Daily Economic News)
