The trend of technology stocks was corrected, the 100 billion giant rarely fell by the limit, and 14 chips tended to be concentrated.
100 billion technology stocks rare limit
At the end of March 24, Wingtech Technology Co.Ltd(600745) dived at the end of the trading day and closed the limit. The stock price returned to the level in mid September 2021. The latest market value was 116.1 billion yuan, nearly 70 billion yuan evaporated from the peak in 2020. According to historical data, Wingtech Technology Co.Ltd(600745) limit is relatively rare. Since May 2021, there has been only one limit, and the last limit occurred on April 27, 2021.
The reasons for the decline may have clues in many aspects. Recently, technology stocks have continued to decline, and the company, as a semiconductor leader, is difficult to be affected; On the other hand, the company's Anson semiconductor is one of the leading discrete devices in the global semiconductor industry.
Coincidentally, on March 24, Wingtech Technology Co.Ltd(600745) announced that the new design center of its Nexperia in Dallas, Texas was officially launched to enter the analog chip market. Anson semiconductor plans to increase the number of on-the-job employees to six times by the end of 2023.
From yesterday's Dragon and tiger list funds, the four institutions sold 984 million yuan of special seats, and the financing balance also decreased on March 23.
(transaction amount unit in the above figure: 10000 yuan)
company's emergency response: normal production and operation and steady development of various businesses
Wingtech Technology Co.Ltd(600745) made an emergency response to the sudden collapse of stock price on the 24th. At present, the production and operation of the company are normal, and all major businesses continue to maintain a steady development momentum. There is no major event that may have a great impact on the stock price of the company.
major shareholder "Agricultural Bank of China Huili" and new energy fund manager Zhao Yi resigned
On March 22, ABC Huili Fund issued a letter from Zhao Yi to investors, announcing that Zhao Yi would bid farewell to his old employer who had served for eight years. Zhao Yi became famous in the first World War in 2020. At that time, he managed four funds, namely, Agricultural Bank of China Huili industry 4.0, Agricultural Bank of China Huili new energy theme, Agricultural Bank of China Huili research selection and Agricultural Bank of China Huili Begonia, which were scheduled to be opened in three years, including the top four returns of similar funds in that year. He was a proper "four crown" fund manager.
Zhao Yi's resignation affected the hearts of millions of people and investors. At the helm of the fund, the market performance of heavy warehouse stocks fell more or rose less yesterday. Agricultural Bank of China Huili newly acquired Wingtech Technology Co.Ltd(600745) ; in the third quarter of 2021; At the end of 2021, Wingtech Technology Co.Ltd(600745) remained one of the top ten heavyweight stocks of ABC Huili new energy theme fund, with the market value of positions accounting for 4.87% of the net value of the fund.
According to the latest closing day, 9 of the top 10 heavyweight stocks of ABC Huili new energy theme fund fell, Longi Green Energy Technology Co.Ltd(601012) fell by more than 2%, and Shanghai Putailai New Energy Technology Co.Ltd(603659) , Shenzhen Capchem Technology.Ltd(300037) fell by more than 1%.
11 semiconductor stocks with concentrated chips pulled back sharply
On March 24, both A-Shares and Hong Kong shares fell sharply. On the contrary, chips and semiconductors led gains last night, with NVIDIA up nearly 10%, Intel up nearly 7%, amd up nearly 6%, Broadcom up more than 4% and micron technology up more than 3%.
According to the statistics of securities times · data treasure, A-share auto chips, third-generation semiconductors and other technology sectors led the decline, Hong Kong stock Hang Seng technology index fell nearly 3%, and Hong Kong stock Zte Corporation(000063) , meituan and Tencent holdings fell sharply.
85 shares in the semiconductor industry chain in the A-share market fell by an average of more than 2% on the 24th, and only 6 shares including Zte Corporation(000063) rose against the trend. Since the beginning of the year, the average correction of these stocks has been more than 15%, and 61 stocks have decreased by more than 10%. Four stocks, including Hunan Goke Microelectronics Co.Ltd(300672) , Raytron Technology Co.Ltd(688002) , Wuhan Jingce Electronic Group Co.Ltd(300567) , Shanghai Bright Power Semiconductor Co.Ltd(688368) , have been corrected by more than 35% during the year.
Further, compared with the end of last year, the latest number of shareholders decreased by 14 shares, and 4 shares decreased by more than 10%, respectively Sg Micro Corp(300661) , Hangzhou Lion Electronics Co.Ltd(605358) , Shanghai Fullhan Microelectronics Co.Ltd(300613) , Guangdong Zhengye Technology Co.Ltd(300410) , of which Sg Micro Corp(300661) the latest number of shareholders was 11300, a decrease of more than 20% compared with the end of last year. The company focused on analog chip design, and the share price rose by 8.09% during the year.
Except for Sg Micro Corp(300661) and Shanghai Fullhan Microelectronics Co.Ltd(300613) other 13 stocks, the average decline in the year was more than 17%, and the decline in Espressif Systems (Shanghai) Co.Ltd(688018) and Shanghai Fullhan Microelectronics Co.Ltd(300613) was more than 20%. The decline in Shanghai Sinyang Semiconductor Materials Co.Ltd(300236) was more than 7%, and the discount of Espressif Systems (Shanghai) Co.Ltd(688018) was nearly 30%.
Hangzhou Lion Electronics Co.Ltd(605358) the number of shareholders decreased by nearly 15% compared with the end of last year, and the share price fell by nearly 20% during the year. On the 24th, its closing price hit a new low since mid September last year.
It is worth mentioning that under the background of the collective correction of technology stocks, 11 companies, including Hangzhou Lion Electronics Co.Ltd(605358) , had the lowest closing price in mid and late March, the lowest level since 2022, with an average decline of 17%.
Russian stock market opens for big rise
One month after the market was closed, on March 24, the Moscow stock exchange of Russia resumed trading of 33 of the 50 stocks in the benchmark stock index MOEX index, but short selling was still prohibited. The increase of the index once expanded to 11% and the closing increase narrowed to 4.43%.
In terms of news, the current situation in Russia and Ukraine is still facing many tests. Recently, there has been another storm in European natural gas prices. According to People.Cn Co.Ltd(603000) , Russian President Vladimir Putin recently announced that when supplying natural gas to "unfriendly" countries such as EU Member States, it will be settled in rubles, and the Russian central bank will formulate relevant norms for ruble settlement with European countries within a week. Affected by this, the price of natural gas in Europe soared 34% to 132.74 euros per megawatt hour; Shares of Russian gas related companies also rose sharply last night.
The United States is also putting pressure on Russia. According to the global network, on March 23 local time, US media reported that US Treasury Secretary Yellen will meet with a bipartisan Senate group this week to discuss the possibility of freezing Russia's $132 billion gold reserves. According to the report, American politicians behind the plan believe that Russia is using gold to prevent the devaluation of its currency ruble. Therefore, the United States is worried that Moscow's huge gold reserves will enable the Kremlin to buy other currencies in the international market.
