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A-share year-end planning|100 yuan stocks shrank by nearly 30% to 80, and the science and technology innovation board supports "half the sky"

author:Beijing Business Daily

Since 2023, the number of A-share 100-yuan shares has declined. According to data from Oriental Wealth Choice, as of the close of trading on December 26, the number of A-share 100-yuan shares was 80, and at the beginning of 2023, there were 110 A-share 100-yuan shares, a decrease of nearly 30% compared with the beginning of the year. It is worth mentioning that in the latest list of 100 yuan stocks, nearly sixty percent of the stocks are from the Science and Technology Innovation Board. In addition, compared with the beginning of the year, the team of 100 yuan stocks has changed greatly, and 53 stocks have fallen behind, among them, *ST Zuojiang (300799), which is known as the "most expensive ST stock", has fallen the most obviously.

A-share year-end planning|100 yuan stocks shrank by nearly 30% to 80, and the science and technology innovation board supports "half the sky"

The number of 100-dollar stocks was reduced to 80

According to data from Oriental Wealth Choice, as of the close of trading on December 26, the number of 100-yuan stocks in the A-share market was 80, a significant decrease compared with the beginning of the year.

According to the data, on January 1 this year, according to the statistics of the former form of compounding, the number of 100-yuan stocks in the A-share market was 110, and since 2023, the number of 100-yuan stocks has decreased by 30, a decrease of about 27.27% from the beginning of the year.

It is worth mentioning that the number of high-priced stocks has decreased significantly. According to the data of Oriental Wealth Choice, under the form of pre-compounding, there were 3 high-priced stocks above 500 yuan/share at the beginning of the year, and 10 stocks above 300 yuan/share, of which stocks above 500 yuan/share included Kweichow Moutai, Hoymiles, and Aimeike 3 shares. However, as of the close of trading on December 26, the share prices of Hoymiles shares and Aimeike fell below 500 yuan per share, and only Kweichow Moutai had a share price of more than 500 yuan per share, and the latest stock price was 1670 yuan per share.

In addition, as of the close of December 26, there were only 3 stocks above 300 yuan/share, in addition to Kweichow Moutai, there were 2 shares of Huitai Medical and Jinshan Office, and the latest closing prices were 371.98 yuan/share and 307.7 yuan/share. The latest stock prices of 14 shares, including Mindray Medical, Roborock, Yirui Technology, and Aimeike, are between 200 yuan per share and 300 yuan per share, and the number of stocks in this stock price range at the beginning of the year was 16.

A reporter from Beijing Business Daily noticed that among the top ten stocks with stock prices at the beginning of the year, only the share price of Huitai Medical, the second largest high-priced stock in the new year, rose during the year, and ninety percent of the stocks fell to varying degrees. Among them, Yuneng Technology fell the most, 69.37%, the company's latest closing price of 123.34 yuan / share, and the stock price was 402.67 yuan / share before the beginning of the year, which once ranked among the top five A-share stock prices.

Optimum, Proya, Haohaisheng and other stocks are currently only one step away from 100 yuan stocks. As of the close of trading on December 26, the closing prices of the above three shares were 99.73 yuan/share, 99.13 yuan/share, and 98.82 yuan/share.

Nearly sixty percent are from the Science and Technology Innovation Board

From the perspective of the sector, in the latest list of 100 yuan stocks, nearly sixty percent of the stocks are from the Science and Technology Innovation Board.

According to data from Oriental Wealth Choice, as of the close of trading on December 26, there were 47 stocks with a share price of more than 100 yuan per share on the Science and Technology Innovation Board, accounting for about 58.75%.

According to statistics, a total of 6 shares in the Science and Technology Innovation Board have entered the top 10 of the latest A-share stock prices. Among them, the second and third largest high-priced stocks in A-shares, Huitai Medical and Jinshan Office, are all from the Science and Technology Innovation Board. In addition, 4 shares of Roborock, Yirui Technology, Hoymiles and Baichu Electronics are also from the Science and Technology Innovation Board, and the latest stock prices are ranked fifth, sixth, eighth and tenth respectively.

Bai Wenxi, chief economist of IPG China, said in an interview with a reporter from Beijing Business Daily that the Science and Technology Innovation Board is an emerging market established by the mainland to support the financing of scientific and technological innovation enterprises. In addition, the STAR Market has attracted a large number of institutional investors and qualified investors, who have a high acceptance of emerging industries, helping to form high-priced stocks.

According to Yang Haiping, a researcher at the Securities and Futures Research Institute of the Central University of Finance and Economics and general manager of the Research and Development Department of the Bank of Inner Mongolia, according to the development positioning, the Science and Technology Innovation Board has gathered high-growth enterprises that are in line with the national strategy, have key core technologies, have outstanding scientific and technological innovation capabilities, and mainly rely on core technologies to carry out production and operation. The current market environment has prompted investors to pay more attention to high-quality stocks on the STAR Market with outstanding track value and growth value, which is the reason for the large number of high-priced stocks on the STAR Market.

In addition, as of the close of trading on December 26, among the top 10 stocks in A-share stock prices, two stocks of Aimeike and Mindray Medical are from the GEM, and one stock is on the main board of the Shanghai Stock Exchange and one stock on the Beijing Stock Exchange, namely Kweichow Moutai and Jinbo Biotechnology.

Since the beginning of this year, there have been 6 newly listed stocks in the year among the ranks of 100 yuan stocks, namely AGS, Suochen Technology, Maolai Optics, Longxun Shares, Baili Tianheng, and Jinbo Biotechnology, among which, except for Jinbo Biotechnology, are all new stocks on the Science and Technology Innovation Board.

53 shares fell behind

It is worth noting that compared with the beginning of the year, the members of 100 yuan shares have changed greatly, and a total of 53 shares have fallen out of the ranks of 100 yuan shares.

After the screening of Oriental Wealth Choice, a total of 53 shares were above 100 yuan/share under the pre-resumption, and the latest closing price was below 100 yuan/share.

So far, a total of 20 of the above 53 stocks have fallen by more than 50% during the year. Among them, the stock price fell the most during the year for the "most expensive ST stock" *ST Zuojiang, which has attracted a lot of attention recently.

According to the data of Oriental Wealth Choice, at the beginning of this year, the stock price of *ST Zuojiang was 130.36 yuan / share, and the company's closing price on December 26 was 31.04 yuan / share, a decline of 76.19% during the year. At the same time, *ST Zuojiang is also the lowest stock price among the above 53 shares.

It is worth mentioning that on December 14, *ST Zuojiang was still a 100-yuan stock. Recently, *ST Zuojiang's share price has fallen sharply, and it just stopped falling on December 26, closing up 9.07% on the same day, and the stock price rebounded to above 30 yuan per share. Oriental Fortune shows that from December 13th to 25th, the cumulative decline in the *ST Zuojiang range was 84.94%, and it fell for many consecutive trading days.

In response to company-related issues, a reporter from Beijing Business Daily called the office of the secretary of the board of directors of *ST Zuojiang for an interview, but no one answered the other party's phone.

In addition, Li Yuanheng and Haiyou New Materials also fell significantly during the year, of which the latest closing price of Li Yuanheng was 35.89 yuan / share, and the latest closing price of Haiyou New Materials was 58.35 yuan / share, and Li Yuanheng and Haiyou New Materials fell by 67.93% and 68.48% respectively during the year.

Bai Wenxi said that the situation of large changes in the seats of 100 yuan stocks is a natural embodiment of the survival of the fittest in the market, and the slowdown in performance growth and intensified market competition may lead to the adjustment of corporate stock prices. Investors need to pay attention to corporate fundamentals, grasp the market rhythm, and allocate assets reasonably. At the same time, the regulatory authorities should also strengthen the supervision of the market, maintain market order, and ensure the healthy and stable development of the capital market.

Beijing Business Daily reporter Ding Ning