Today (May 20), the three major indexes continued to strengthen, rising by more than 1% as of the close. In terms of sectors, cyclical sectors such as coal and metals led the two cities. Among them, industrial metal concept stocks set off a rising tide. In addition, sectors such as new tobacco, logistics, Internet e-commerce and beverage manufacturing also led the rise. In terms of individual stocks, more than 100 individual stocks rose by the daily limit, and the performance of high-level continuous board stocks continued to be strong. Among them, soling shares were sealed after a short explosion in early trading, and successfully upgraded to 8 continuous boards as of today’s closing.
Note: the performance of all sectors with the highest gains today (as of the closing on May 20)
take off the cap Market & auto zero concept, soling shares upgraded to the highest board
Recently, soling Co., Ltd. ( Shenzhen Soling Industrial Co.Ltd(002766) ) announced that the company will withdraw the delisting risk warning and other risk warnings from the opening of the market on May 11. Previously, due to the negative ending net assets audited in 2020 and the negative net profit after deducting non recurring profits and losses in the last three fiscal years, soling shares has been implemented delisting risk warning and superimposed other risk warnings by Shenzhen Stock Exchange since April 13, 2021. With the disclosure of the company’s 2021 annual report, its net assets attributable to the shareholders of the listed company were 645 million yuan, and the delisting risk warning of soling shares was revoked.
In addition to the positive boost of taking off the hat and stars, the overall improvement of the automobile industry chain also helped the share price of soling rise. Previously, affected by the epidemic, the automobile production and sales data in April was briefly under pressure. With the acceleration of work resumption and production resumption in various places recently, measures to promote consumption such as superimposing car purchase subsidies and relaxing purchase restrictions have been released one after another. A new round of automobile going to the countryside policy is expected to be introduced in the near future, and automobile production and sales are expected to resume growth. Boosted by this, the auto related sector has also performed strongly recently. As of today’s close, the auto parts sector index has increased by nearly 13.5% in nearly 10 trading days, and more than 20 stocks in the sector have increased by more than 20% in nearly 10 days.
Under the resonance of the hot market in the auto parts sector and the positive factors of taking off the hat and stars, soling shares have been trading for days since May 11. As of today’s closing, it has obtained eight consecutive boards, and the stock price has risen nearly 114.6%, the highest since August 2018. Driven by the recent continuous rise of soling shares, the cap removal concept market has also been ignited. As of today’s closing, in addition to the eight consecutive boards of soling shares, Zyf Lopsking Aluminum Co.Ltd(002333) , Fujian Haiyuan Composites Technology Co.Ltd(002529) , Fujian Haiyuan Composites Technology Co.Ltd(002529) , chaoxun communication and Dayou energy rose by the limit, of which Zyf Lopsking Aluminum Co.Ltd(002333) , Fujian Haiyuan Composites Technology Co.Ltd(002529) upgraded to two consecutive boards.
Note: the daily limit of soling shares (closing on May 20)
st sector continues to be active, pay attention to the reasons for hat removal and segmentation
Today, the performance of St sector continued to be active. As of the closing, there were more than 20 stocks trading, of which Kelin Environmental Protection Equipment Inc(002499) recorded 11 boards in 13 days and st Dr.Peng Telecom&Media Group Co.Ltd(600804) recorded 6 consecutive boards. The analysis points out that, generally speaking, the performance report disclosure season of listed companies is also the peak period for ST shares to pick stars and hats. From the perspective of probability, most of the subject stocks to pick hats are in a period of time after the publication of the annual report, and the hat picking Market will break out in May. As cap stocks generally mean that the fundamentals of individual stocks have improved, and funds and other institutions will not buy a large number of stocks before cap removal, they are favored by market funds due to the poor expectation of dilemma reversal.
Since May, a total of 15 ST shares have been successfully capped (the change date for short is may). These stocks have performed well as a whole. According to the rise and fall since May, as of today’s closing, the share price of soling shares has doubled since this month, Zhongdi investment has increased by nearly 60% this month, and huachangda and Dexin transportation have increased by more than 40%. On the whole, 8 of the 15 capped stocks have increased by more than 20%.
Note: cap stocks since May (as of May 20)
Although the de capping market of ST shares is very hot, some analysts believe that although de capping stocks often means that the company’s fundamentals have improved, they also need to pay attention to whether there are fishing in troubled waters such as whitewashing financial reports. From a strategic point of view, we should focus on the reasons for de capping. Some companies that reverse their performance through endogenous growth have both the support of fundamental improvement and trading opportunities brought by de capping. In addition, Through asset restructuring, including backdoor and asset injection, in addition to event trading opportunities, such companies often change most thoroughly.
