Semiconductor stocks with concentrated chips saw a big correction during the year, with the highest discount of nearly 30% (attached)

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

In late trading on March 24, Wingtech Technology Co.Ltd(600745) dived in late trading and closed the limit. The stock price returned to the level in mid September 2021, with the latest market value of 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, 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”

new energy fund manager Zhao Yi leaves

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 World War I 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. He ranked among the top four similar funds in that year and was a proper “four crown king” 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 202 7 at the end of 2021, Wingtech Technology Co.Ltd(600745) remained one of the top ten heavy positions of the new energy theme fund of Agricultural Bank of China, with the market value of positions accounting for 4.87% of the net value of the fund.

The latest closing day showed that 9 of the top 10 heavyweight stocks of Agricultural Bank of China 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. Contrary to the opposite trend of the opposite trend of the opposite opposite trend, chip and semiconductor led to the opposite of the opposite. Last night, chip and semiconductor led to the last night, and rose more than 4%, and micron technology rose 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 Hang Seng technology index fell nearly 3%, and Hong Kong stocks 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 shares have decreased by more than 10%. Four shares, 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% within the year.

As a further look at the latest number of shareholders, compared with the last year at the end of last year, the number of shareholders has dropped by 14 shares, and four shares have dropped by more than 10%, with the number of shareholders falling by more than 10%, respectively \ the latest number of shareholders was 11300, down more than 20% from the end of last year. The company focused on analog chip design, and the share price rose 8.09% against the trend during the year.

With the exception of the \ decreased by more than 7% in the year, Espressif Systems (Shanghai) Co.Ltd(688018) reduced by 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 collective correction of technology stocks, 11 companies, including Hangzhou Lion Electronics Co.Ltd(605358) including and , had the lowest closing price in mid and late March, the lowest level since 2022, with an average decline of 17%.

Russian stock market open the door to welcome the surge

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 surged 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.

- Advertisment -