The CSI 300 index fell 5.2% in 2021, after rising for two consecutive years. In 2021, 63% of stock prices rose and another 37% fell.
Although the CSI 300 index is weaker than that in 2020, the rise of individual stocks is not weak. In 2021, there are 850, 313, 80 and 23 stocks whose share prices rise by more than 50%, 100%, 200% and 300% respectively. Compared with 2020, there are 208, 43, 16 and 2 more.
Some of the stocks that rose more than three times were related to new energy. For example, Hubei Yihua Chemical Industry Co.Ltd(000422) (000422. SZ), which ranks first in the list, has been deeply engaged in phosphorus chemical industry for many years. When lithium iron phosphate battery rose, it joined hands with Contemporary Amperex Technology Co.Limited(300750) . Securities researchers said that “the company’s development has entered a new era”. In 2021, the stock price rose 5.66 times, which is the best stock. Similarly, Jiangxi Special Electric Motor Co.Ltd(002176) (002176. SZ) and Beijing Jingcheng Machinery Electric Company Limited(600860) (600860. SH) increased by 4.57 times and 3.5 times respectively.
top 15 stock price increases in 2021
Statistical range: from January 1 to December 31, 2021 data source: wind
In 2021, Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) was the first company to increase its market value, and Byd Company Limited(002594) (002594. SZ) was the third.
In 2021, some stocks “black chicken becomes Phoenix”. The share price of these stocks will halve in 2020, and the company will usher in a turnaround in 2021, with the share price warming. When Shenzhen Hemei Group Co.Ltd(002356) (002356. SZ) was only one step away from delisting, it was applied for reorganization by creditors in December 2020. In December this year, it announced that it had signed a reorganization agreement with the reorganization investors. On the last day of 2021, the company announced that it had received the reorganization investment, and the annual share price rose 3.88 times. For example, Zotye Automobile Co.Ltd(000980) (000980. SZ) implemented restructuring in 2021, changed the actual controller, pulled out countless “one” word limit in a year, and increased by 3.7 times in the whole year. After the delisting risk of Neoglory Prosperity Inc(002147) (002147. SZ), it also entered the reorganization process. The framework agreement was signed in November, up 3.53 times in the whole year.
“Black chicken becomes Phoenix” is a small probability event. For stocks with a decline of more than 50% in 2020, few will rise strongly in 2021. In 2021, 24 fell by more than 10%, of which 11 fell by more than 20%. The bottom Shenzhen Danbond Technology Co.Ltd(002618) (002618. SZ) and Beijing Shuzhi Technology Co.Ltd(300038) (300038. SZ) fell by nearly 50% again. Cut the waist and then cut the waist.
Investors’ mentality of chasing up remains the same. For stocks with an increase of more than three times, the number of shareholders at the beginning of 2021 was 870000, and the number of shareholders at the end of the third quarter of 2021 was 1.5 million. During this period, 630000 new shareholders began to participate in the process of rising stock prices. This phenomenon occurred in 2020 and 2019. The number of shareholders of the top 20 bull stocks in the past two years increased by 50000 and 160000 respectively in the first three quarters of the year.
Investors have abandoned “ST” shares. Among the stocks that increased by more than three times in 2021, there are four “Beatles and hats” stocks specially designated by the exchange, of which the number of shareholders of three stocks has decreased. They are Delixi Xinjiang Transportation Co.Ltd(603032) (603032. SH), Shenzhen Hemei Group Co.Ltd(002356) (002356. SZ) and Neoglory Prosperity Inc(002147) (002147. SZ) respectively. The number of shareholders decreased by 58%, 24% and 23% respectively in the same period. Although the prices of these stocks rose, investors with risk aversion chose to stay away from them.
Indeed, the number of shareholders in some stocks has increased significantly. For example, the share price of Zangger mining (000408. SZ) rose 4.12 times during the year, and the number of shareholders increased 1.58 times in the first three quarters. The share price of Jiangxi Special Electric Motor Co.Ltd(002176) (002176. SZ) rose 4.57 times during the year, and the number of shareholders increased 1.43 times in the first three quarters. Technical analysts commented that this is a sign that the main force has withdrawn and the chips are scattered.
Intco Medical Technology Co.Ltd(300677) (300677. SZ) rose 14.28 times in 2020, which is the champion of bull stocks. However, it suffered a huge retreat in 2021, and the share price fell 47%. Stocks with the same top 20 gains in 2020, such as Chongqing Zhengchuan Pharmaceutical Packaging Co.Ltd(603976) (603976. SH) and Jiangxi Hongdu Aviation Industry Co.Ltd(600316) (600316. SH), fell 53% and 31% respectively in 2021. Xinjiang Tianshan Animal Husbandry Bio-Engineering Co.Ltd(300313) (300313. SZ) is the only st stock with an increase of more than three times in 2020, down 65% in 2021. At that time, all the investors who failed to retreat in time stood guard at a high position.
(China Economic Weekly)
