An order brought a 20% limit, and this specialized new stock is powerful.
In the morning of February 10, Raiden Micro Force opened the limit, and quickly returned to the limit board after the opening of the board at the beginning of the session, and harvested the "20CM" limit. On the news side, Raiden Weili announced on the evening of the 9th that it had recently signed an order contract with a total price of 2.407 billion yuan.
The stock has pulled back nearly 40% in less than two and a half months in the past. In the face of this order, some shareholders directly asked in the stock bar "how many up and down boards" will there be.
As of the midday close, the Shanghai index was down 0.1%, the Shenzhen component was down 0.79%, and the ChiNext was down 2.36%. In terms of northbound funds, the net inflow of Shanghai Stock Connect in the morning was 3.384 billion yuan, and the net outflow of Shenzhen Stock Connect in the morning was 241 million yuan.
Affected by the favorable policies, the environmental protection sector performed strongly after the opening, setting off a rising tide, and the deep water planning institute harvested the "20CM" limit. Pork, chicken and other breeding stocks broke out intraday, and the shares of "Pig Mao" Makihara rose by more than 6%. In addition, the Ningde era once again suffered a sharp decline, and the market value evaporated by more than 100 billion yuan in half a day.
Source: CSI Taurus APP
Lightning micro force "20CM" up and down
Analysts said that the "20CM" limit of Raiden Micro Force was mainly boosted by the favorable situation of its large orders.
According to the announcement of Raiden Weili on the evening of February 9, the company recently signed two contracts with customers for the order of a supporting product, with contract amounts of 1.228 billion yuan and 1.179 billion yuan respectively, totaling 2.407 billion yuan.
It is worth noting that the Sichuan Provincial Department of Economy and Information Technology last month announced the list of "specialized and specialized" small and medium-sized enterprises in Sichuan Province in 2021, and Raiden Micro Force was among them.
According to public information, Raiden Micro Force has been deeply engaged in the microwave field for more than ten years, and is a leading millimeter wave active phased array microsystem overall solution and product manufacturing service provider, and its products are mainly used in precision guidance, communication data links, radar detection and other special fields.
The energy-saving and environmental protection sector has set off a rising tide
On February 10, the energy-saving and environmental protection sector performed strongly after opening.
According to CSI Taurus data, as of the noon close, the environmental protection sector rose more than 1%. Within the sector, Straits Environmental Protection, Shunkong Development, and Haitian shares have all risen and fallen. In the water conservancy concept sector, the Deep Water Planning Institute won the "20CM" limit, and Zhengping shares and Longquan shares also rose and stopped.
On the news side, according to Xinhua News Agency reported on February 9, recently, the General Office of the State Council forwarded the "Guiding Opinions on Accelerating the Construction of Urban Environmental Infrastructure" by the National Development and Reform Commission and other departments, and put forward specific targets such as 20 million cubic meters per day of new sewage treatment capacity of 20 million cubic meters per day, the capacity of domestic garbage classification and transportation reached about 700,000 tons / day, the incineration capacity of urban domestic waste reached about 800,000 tons / day, and the comprehensive utilization rate of new bulk solid waste reached 60%.
At present, the mainland's energy conservation and environmental protection industry has developed rapidly. According to the "2021 China Energy Conservation and Environmental Protection Industry Development Analysis Report", during the "13th Five-Year Plan" period, the output value of the mainland's energy conservation and environmental protection industry rose from 4.5 trillion yuan in 2015 to 7.5 trillion yuan in 2020, with an average annual growth rate of 15%.
Guosheng Securities said that the policy has increased and is optimistic about opportunities in the fields of sewage disposal and waste incineration. It is recommended that investors lay out targets with large market potential and attractive valuations and dividend yields.
The aquaculture sector rose sharply
On February 10, agricultural stocks such as pork and chickens broke out intraday. Giant Star Agriculture and Animal Husbandry, Dongrui Shares, New Wufeng and other stocks rose and stopped.
It is worth mentioning that the shares of "Pig Mao" Makihara rose by 6.41% to 62.44 yuan / estimate, and the total market value increased by 19.8 billion yuan to 328.6 billion yuan.
China Galaxy Securities believes that the market's positive expectations for the pig sector have risen, which means that the optimal time for plate allocation is now. Overall, the current sector investment risk is low, the margin of safety is high, and it is worth actively focusing on.
The Ningde era fell sharply again
As of the noon close, CATL fell 7.90%, the stock price fell to the 500 yuan mark, and the total market value evaporated 100.7 billion yuan to 1.17 trillion yuan in half a day.
In January this year, CATL issued a performance forecast, and it is expected that the net profit attributable to the shareholders of listed companies will be in the range of 14 billion yuan to 16.5 billion yuan in 2021, and the year-on-year growth rate will be 150.75% to 195.52%, which is the best profitability level since the establishment of the company.
Surprisingly, the eye-catching performance in exchange for the stock price rise, in the past two months, the stock price of the Ningde era has fluctuated and fallen, compared with the historical high of 692 yuan / share on December 3, the cumulative decline in the stock price has exceeded 26%.
Some analysts said that from the current market share, installed capacity and profits, although the Ningde era has come out on top, in the context of the good sales situation of new energy vehicles, more and more competitors have begun to enter the game and participate in the division of market share.
Fan benefits
Gu Ailing, who won the Beijing Winter Olympics, took off and jumped for a few seconds and merged with the snow-white slide, which was deeply imprinted in people's minds.
But who would have thought that Gu Ailing's secret training ground before the game was actually a dry snow field without snow.
Can't come to the scene? Never mind! At two o'clock in the afternoon of February 10, you can download the CSI Taurus APP to watch the live broadcast online, and visit this base together to see what secret weapons are available.
Image source: Xinhua Net
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Editor: Zhang Nan Cao Shuai