On November 22, the A-share market was actively traded, with the turnover of Shanghai and Shenzhen exceeding 1.2 trillion yuan, exceeding one trillion yuan for the 22nd consecutive trading day, and the third generation of semiconductors, salt lake lithium and other sectors rose in the front. In the Henan sector, nearly 60% of the 97 Yu stocks rose, and palm shares (002431. SZ), Zheng Coal Machine (601717. SH) up and down.
According to Wind data, the overall performance of Yu stocks this year is relatively good. As of the close of trading on November 22, more than half of the yu stock prices have risen year-to-date, excluding the newly opened Beijing Stock Exchange listed company Tongxin Transmission (833454. BJ), Qing ShuiYuan (300437. SZ), Jianlong Micro-Nano (688357. SH) and other Yu stock prices have doubled.
The stock prices of new and old Yu enterprises have their own advantages
Since the beginning of this year, Henan listed companies have added a new army, plus Tongxin Transmission, Hengtuo Open Source (834415. BJ), Litong Technology (832225. BJ), a total of 10 Yu enterprises landed on A shares. As of the close of trading on November 22, there were 97 listed companies in the A-share Henan sector.
As of the close of trading on November 22, starting from the issue price, 10 new Yu stocks have performed differently since their listing, with 5 new stocks gaining more than 1 times, and Power Diamond (301071. SZ), Blue Sky Gas (605368. SH) rose first and last with 1485.89% and 2.01%, respectively.
If the scope is expanded to the entire Henan sector, the stock prices of 59 Yu stocks, including new stocks, have risen year-to-date. Wind data shows that the stock prices of 29 Yu stocks rose by more than 50%, except for 9 Yu stock "new students" who "enrolled" this year, the rest are Yu stock "past students". Putting aside the new stocks, the stock prices of 8 Yu stocks such as Qingshuiyuan and Jianlong Weina have doubled.
It is worth noting that among the 59 Yu stocks whose stock prices have risen, only 22 Yu stocks have a total market value of more than 10 billion yuan; among the 8 "previous" Yu stocks that have doubled, Qingshuiyuan and Guangli Technology (300480. SZ) the total market value of the difference between 10 billion yuan and "one foot in the door", 9.6 billion yuan, 9.7 billion yuan, sifangda (300179. SZ) has a total market value of 6.2 billion yuan, and the total market value of the remaining 5 Yu stocks exceeds 10 billion yuan.
On the other hand, Makihara shares with a total market value of more than 100 billion yuan (002714. SZ), Luoyang Molybdenum (603993. SH), AVIC Optoelectronics (002179. SZ), Shuanghui Development (000895. SZ) share price performance has diverged, with year-to-date share price gains of 5.43%, -5.41%, 30.49%, and -33.42%, respectively.
"Stocks with low market capitalization are more likely to be hyped by funds." Mr. Li, an individual investor, believes that if it hits the market hot spots, it is easier to double the small tickets that are leveraged by funds, but the investment risk is also obvious, and retail investors may be set up.
The stock price doubled to the hot spot of corporate affairs
In the A-share market, doubling stocks are always in the spotlight. So, why did the above 8 doubling "previous" Yu stocks "old trees bloom new flowers" to gain the favor of the secondary market? In fact, the answer lies in the business of each company.
As the first listed company on the Science and Technology Innovation Board in Henan, Jianlong Micro-Nano is the leader in the domestic zeolite molecular sieve adsorbent and catalyst industry. From January to September this year, Jianlong Micro-Nano achieved revenue and net profit attributable to the mother of 607 million yuan and 201 million yuan respectively, an increase of 89.83% and 113.93% year-on-year.
Liu Yonglai, an analyst at Ping An Securities, said in the research report that several major areas of oil refining, air separation, petrochemicals, natural gas and refrigerants account for more than 80% of the global zeolite molecular sieve market share. Affected by the rapid development of the above industries, especially the hydrogen energy industry, the global consumption of molecular sieve adsorbents is expected to maintain rapid growth, and Jianlong Micro-Nano is currently increasing the layout of hydrogen production molecular sieves on the basis of the original production capacity.
The semiconductor business of Guangli Technology is progressing smoothly. In the first three quarters of this year, the revenue of Optical Technology Semiconductors accounted for 48.9% of the total operating income. Guangli technology staff in an interview with reporters introduced that the company's existing semiconductor production line is temporarily built in the headquarters of Zhengzhou High-tech Zone, the future semiconductor production line will be based on the production base of Zhengzhou Airport District, the current phase of the project was capped in June this year, and is expected to be put into production around the Spring Festival.
In addition, the new strong union (300850. SZ) business involves wind power, Yellow River Cyclone (600172. SH) mainly engaged in superhard materials and superhard composite materials.
Mr. Li said that the business of the Henan company, which has doubled its stock price, involves the mainstream track of the secondary market this year, such as new energy vehicles, lithium batteries, wind power, etc. However, Mr. Li believes that in the entire A-share market, the presence of Henan companies in the mainstream track needs to be improved, and it is recommended that Henan companies strengthen investor relationship maintenance.
Editor-in-charge: Yang Zhiying | Review: Li Zhen | Director: Wan Junwei