With the Winter Olympics approaching, the popularity of related concept stocks has increased greatly.
On the second trading day of 2022, the transaction amount of A-Shares was 1.31 trillion yuan, maintaining the growth trend for two consecutive trading days, and the latest total transaction volume reached a new high in recent one month. The turnover of China Mobile, Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) ranked among the top three, among which the turnover of China Mobile returning to A-Shares today was 15.26 billion yuan and won the championship.
China Mobile returned to A-Shares this time, with an IPO raising amount of nearly 56 billion yuan, breaking the nearly ten-year raising record of A-Shares set by China Telecom Corporation Limited(601728) last August. On the first day of listing, China Mobile’s share price opened 9.41% higher to 63 yuan / share. Shortly after the opening of the morning trading, the share price fell rapidly, and the closing increase narrowed to 0.52%. On the same day, the internal trading reached 1.42 million hands and the external trading reached 1.13 million hands, a difference of 290000 hands.
According to the calculation of securities times · databao, the cost price of China Mobile’s new shares in the first signing (1000 shares) is 57.58 yuan / share. If they are sold at the highest price of 63.58 yuan / share today, they can earn 6000 yuan; If calculated according to today’s closing price, each winning new share can earn only 300 yuan. Compared with the new profits of more than 10000 yuan on the gem and the science and innovation board, China Mobile’s new profits on the first day can be described as a “toothpick”.
Compared with the hot transaction, the performance of the industry theme plate is somewhat cold. New energy themes such as lithium mining, salt lake lithium extraction, photovoltaic, automobile chips and charging piles continued to fall sharply today, with automobile chips falling the most, closing down by 5.18%. Auto chip stocks Gigadevice Semiconductor (Beijing) Inc(603986) approached the limit, Will Semiconductor Co.Ltd.Shanghai(603501) , Unigroup Guoxin Microelectronics Co.Ltd(002049) fell 7.87% and 5.08% respectively.
the popularity of Winter Olympic theme stocks increased
plate index qilianyang
Cloud games, NFT concept, e-sports, football concept, ice and snow industry and other themes bucked the market. Among them, the ice and snow industry, the Winter Olympics and the sports industry can be called the hot topics in the near future, and the subject index has received seven consecutive Yang. Industry insiders pointed out that it is only one month before the opening of the 2022 Beijing Winter Olympic Games. With the gradual approach of the Winter Olympic Games, the heat of relevant plates will continue to rise.
According to the statistics of data treasure, in just two trading days since 2022, the average daily turnover of more than 80% of Winter Olympic concept stocks increased by more than 10% month on month. Transactions of Sunvim Group Co.Ltd(002083) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Shandong Nanshan Fashion Sci-Tech Co.Ltd(300918) , Hes Technology Group Co.Ltd(002963) , golden years, Skyworth Digital Co.Ltd(000810) and other stocks were active, and the average daily turnover increased by more than three times over the previous month.
Since December last year, the average increase of Winter Olympic concept stocks has reached 18.49%, more than 17 percentage points higher than the Shanghai index in the same period. According to the statistics of databao, Beijing Jingcheng Machinery Electric Company Limited(600860) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Fujian Snowman Co.Ltd(002639) , Hylink Digital Solution Co.Ltd(603825) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) have increased by more than 70%. Beijing Jingcheng Machinery Electric Company Limited(600860) rose the most. After several days of adjustment, the stock rose again today, reaching 130.47% since December last year. Beijing Jingcheng Machinery Electric Company Limited(600860) recently said on the interactive platform that the company’s Tianhai industrial hydrogen storage bottle has been loaded and applied to the Beijing Winter Olympic Games. At present, delivery has begun one after another.
Among the many winter Olympic concept stocks, at present, Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) has the most continuous trading limit. The stock opened at the trading limit price today, and was sealed back after the opening, with a transaction of 714 million yuan throughout the day. Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) on December 27, it replied on the interactive platform that ice and snow is one of the company’s multiple advantageous market segments. For the Winter Olympics, the subsidiary iceberg project won the bid for the sled track simulation test section of the Winter Olympics. The associated company Panasonic refrigerator undertook several Olympic ice field projects, such as the Winter Olympics ice cube project, Chengde Saihanba National Ice project Sports Center, National Swimming Center, Wukesong stadium and so on.
In terms of capital, since December last year, some winter Olympic concept stocks have been favored by funds and financing customers going north. According to the statistics of databao, according to the rough calculation of the average transaction price, Beijing Yanjing Brewery Co.Ltd(000729) , Hbis Company Limited(000709) , Unilumin Group Co.Ltd(300232) and other three shares were increased by more than 100 million yuan. Five shares, including Shanxi Meijin Energy Co.Ltd(000723) , Fujian Snowman Co.Ltd(002639) , China Sports Industry Group Co.Ltd(600158) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Sinotruk Jinan Truck Co.Ltd(000951) , were financed, and the net purchase of customers exceeded 100 million yuan.
Shanxi Meijin Energy Co.Ltd(000723) the net purchase amount of financing was 718 million yuan, ranking the first. The stock rose sharply this afternoon and closed up 3.44% at the end of the day. According to Shanxi Meijin Energy Co.Ltd(000723) disclosed on the interactive platform on December 24, Huanyu Jinghui, a joint-stock subsidiary, was recognized by the Winter Olympic Organizing Committee as a hydrogen energy and transportation guarantee unit for the scientific and technological Winter Olympic Games. At present, Huanyu Jinghui has provided gas guarantee for 173 hydrogen fuel cell buses of Zhangjiakou bus company, which were put into trial operation in the early stage of the 2022 Beijing Winter Olympic Games, to help the Winter Olympic Games.
Winter Olympic hot ice and snow industry
the market scale is expected to exceed trillion
With the Winter Olympics getting closer and closer, the popularity of ice and snow sports in China is also increasing. Qunar data show that the popularity of skiing in China has more than tripled over the same period in 2019.
With the help of the Winter Olympics, China’s ice and snow industry has developed rapidly. According to the 2020 white paper on China’s skiing industry, the number of skiing people in China has exceeded 20 million in 2019. Behind the investment fever of ski industry is the support of trillion consumer market. In recent years, the original minority ice and snow sports have become popular, which has brought broad development space to the ice and snow industry. According to the ice and snow sports development plan (2016-2025) formulated by the General Administration of sports, by 2025, the total scale of China’s ice and snow industry will reach 1 trillion yuan.
According to data treasure statistics, at present, 16 companies have laid out the ice and snow industry, but the overall institutional attention is not high. Only China Vanke Co.Ltd(000002) , Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Org Technology Co.Ltd(002701) and other 4 shares have been rated by the agency for more than 5 times. Real estate leader China Vanke Co.Ltd(000002) is most favored by institutions and has been given 25 positive ratings.
(data treasure)
