Land stock connect and financiers increased their positions in many low-cost stocks.
the A-share market is resilient and the digital economy continues to develop
When the peripheral stock markets fell in an all-round way, the A-share market came out of the independent market again and was full of toughness. Under the continuous net inflow of funds from northbound and other sources, the three major A-share indexes turned red from low opening in the morning. As of the afternoon closing, the Shanghai stock index rose 0.2%, the gem index rose 1.02% and the Shenzhen Component Index rose 0.56%.
From the perspective of sectors, digital economy, hotel tourism and other sectors continued to make efforts, with the rise of digital currency leading, Shenzhen Emperor Technology Company Limited(300546) , Yunnan Nantian Electronics Information Co.Ltd(000948) , Szzt Electronics Co.Ltd(002197) strong limit; The Utour Group Co.Ltd(002707) and Xi'An Qujiang Cultural Tourism Co.Ltd(600706) strong trading limits of the tourism sector.
Changchun High And New Technology Industries (Group) Inc(000661) limit for 4 consecutive days
panic selling of leveraged funds
In the morning trading on January 24, northeast yaomao Changchun High And New Technology Industries (Group) Inc(000661) fell the limit again, after falling the limit for three consecutive trading days. By midday closing, Changchun High And New Technology Industries (Group) Inc(000661) had withdrawn from the 100 billion market value array, and the market value had evaporated more than 35 billion yuan in the past four days.
Following the implementation of insulin belt procurement, the centralized collection of growth hormone reappeared the trampling of the capital market. The company said that at present, the bidding process for the centralized procurement of drugs has not officially started. Growth hormone is the pillar business of Changchun High And New Technology Industries (Group) Inc(000661) . In the first half of 2021, genetic engineering and biological drugs contributed 88.11% of the revenue of Changchun High And New Technology Industries (Group) Inc(000661) . Investors are not optimistic about the impact of the integration of growth hormone on Changchun High And New Technology Industries (Group) Inc(000661) .
The specific impact on the company's performance will also depend on the actual participation of kinsay pharmaceutical in the bidding, the winning results and the winning price. The impact and degree of this centralized procurement on the company have not been determined.
According to public data, Changchun High And New Technology Industries (Group) Inc(000661) 's growth hormone water agent has a market price of about 1031 yuan / piece. Based on this calculation, the centralized purchase price of water needle has decreased by 71.38%. The purchase volume of 10iu powder injection is the largest. Compared with Anhui Anke Biotechnology (Group)Co.Ltd(300009) growth hormone powder injection of the same specification, the market price is 395 yuan / piece. Changchun Kinsey and Anhui Anke Biotechnology (Group)Co.Ltd(300009) have a certain substitution effect on powder injection. Based on this rough calculation, this centralized purchase will reduce the price of powder injection by 67.78%, nearly 70%.
Leveraged funds took the lead in responding. As of January 21, the financing balance was 3.861 billion yuan, nearly 500 million yuan less than four trading days ago.
The price of Anhui Anke Biotechnology (Group)Co.Ltd(300009) shares in the same industry has also been affected. From January 17 to the present, Anhui Anke Biotechnology (Group)Co.Ltd(300009) shares have fallen by more than 20%, and financiers have also reduced their positions in the past four days.
the rise of low-cost stocks is at the right time
Since the fall of core assets, white horse blue chip and track stocks, when investors were confused about which sectors to invest in, databao found that low-cost stocks were rising rapidly. Low price stocks are a group that is easy to be ignored in the market, but from the performance in recent years, the performance of the low price stock market is not inferior.
According to the statistics of securities times · data treasure, according to the range of stock prices, according to the closing price at the end of 2020, the average increase of low-priced stocks below 5 yuan in 2021 is more than 35%, the average increase of low-priced stocks between 5 yuan and 10 yuan in 2021 is close to 30%, and the average increase of high-priced stocks above 100 yuan in 2021 is the lowest, less than 11%.
In terms of the closing price at the end of 2021, the performance of low-priced stocks has been better than that of high-priced stocks since 2022. Among them, the average decline of high-priced stocks above 100 yuan since 2022 is about 11%, the average decline of low-priced stocks below 5 yuan is less than 1%, and the average decline of low-priced stocks from 5 yuan to 10 yuan is less than 1.5%.
ST shares performed poorly at the beginning of 2022
Not all low-priced stocks are attractive, such as St stocks. According to the statistics of data treasure, as of January 21, 182 shares of the latest "stars and hats" have fallen by an average of 3.43% since 2022, 13 shares have fallen by more than 20%, and 6 shares such as * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) , Great Wall International Acg Co.Ltd(000835) and St national medicine have fallen by more than 25%.
It should be added that some ST shares continued to suffer losses in 2021, and therefore faced the risk of delisting. Among the 19 shares that issued the performance forecast, there were 12 shares with poor performance, accounting for more than 60%, of which 10 shares continued to lose, including Chunghsin Technology Group Co.Ltd(603996) , Baotou Tomorrow Technology Co.Ltd(600091) , Shangying Global Co.Ltd(600146) , Huasu Holdings Co.Ltd(000509) and Zhongzhu Healthcare Holding Co.Ltd(600568) the first loss.
21 low-cost stocks were greatly increased by land stock connect and financiers
To sum up, when pursuing low-priced stocks, we should choose carefully, and many investors will follow the operation of "wind vane". According to the statistics of data treasure, as of January 21, the latest closing price was between 5 yuan and 10 yuan. The latest position of financiers increased by 1% compared with the end of last year, and the latest position of northbound capital increased by more than 0.1% compared with the end of last year. There were only 21 low-cost stocks, and there were a large number of computer, media and bank stocks.
There are 8 stocks with financing customers' positions of more than 5%, and Chengdu Hongqi Chain Co.Ltd(002697) gained the highest positions, reaching 15.86%, while Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Daqin Railway Co.Ltd(601006) , Shanxi Taigang Stainless Steel Co.Ltd(000825) gained positions of more than 8.5%; In addition, five companies have increased their positions by more than 0.5 percentage points since the beginning of 2022, China Railway Tielong Container Logistics Co.Ltd(600125) by 2.62 percentage points, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Beijing Jetsen Technology Co.Ltd(300182) by more than 1 percentage point.
In addition, the performance of Pci Technology Group Co.Ltd(600728) and Wasu Media Holding Co.Ltd(000156) is expected to increase in 2021, of which Pci Technology Group Co.Ltd(600728) has been increased by 2.85% by financing customers and 0.12% by funds going north; Wasu Media Holding Co.Ltd(000156) received 3.2% and 0.18% of financing customers and northbound capital increase respectively. In Pci Technology Group Co.Ltd(600728) 2021, the net profit increased by 2.27 times to 2.92 times year-on-year; Wasu Media Holding Co.Ltd(000156) in 2021, the net profit is expected to increase slightly by about 9.02%.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
