#01
HarmonyOS ecology enters the game
The concept of the game is now up and down
On January 18th, the HarmonyOS 1000 Sails Launching Ceremony was held in Shenzhen, and the developer preview of HarmonyOS NEXT was open to developers. At the conference, Huawei also announced the latest progress of the HarmonyOS ecosystem, which increased from 700 million to 800 million in just five months. A total of 25 game companies, including Youka Network, Zilong Games, Thunder Games, Giant Network, Zhongxu Future, Youku Shengshi and FUNPLUS, participated in the HarmonyOS Ecological Game Cooperation Ceremony.
On January 19, the multi-share daily limit in the A-share game sector, Liandi Information's 30cm daily limit, Huicheng Technology's daily limit, Youzu Network, and Yaoji Technology's intraday daily limit.
Huajin Securities Research Report
The development of the HarmonyOS ecosystem indicates that the domestic self-developed operating system ecology is expected to continue to grow bigger and stronger, or will bring more development opportunities to the industrial chain, thereby promoting the innovation ability and independent controllability of the domestic science and technology industry. As a high-quality asset in the technology industry, games will enable the effective realization of scientific and technological achievements, so as to achieve two-way empowerment with self-developed platforms.
Source: Great Wisdom APP as of 1.19
#02
Institutions started the year intensively researching these stocks
Since 2024, as of January 12, 52 shares have been investigated by more than 2 institutions, and the number of surveys of Xingrong Environment, Hudian Co., Ltd., and Chenyi Intelligent has reached 4 times.
In terms of industries, the institutional survey at the beginning of 2024 will still be dominated by the electronics and mechanical equipment industries, with 12 shares and 9 shares respectively. In addition, household appliances stocks have also received the attention of institutions, with a total of 5 shares, which has increased significantly compared with the frequency of research in previous years, and institutions mainly focus on the development of LEDs and white goods.
Judging from institutional forecasts, the performance of research stocks from 2023 to 2025 is generally expected to achieve sustained growth. Institutions predict that the net profit of 23 shares will increase by more than 20% year-on-year for three consecutive years, and Shenhao Technology, Leyard, and Liyang Chips predict that the net profit will increase by more than 100% year-on-year in 2023.
Since the beginning of the year, some institutions have gathered research stocks to gain financial favor. Statistics show that as of January 12, 8 shares have been increased by northbound funds and financing funds at the same time, Xingrong Environment and Jiu'an Medical have increased their holdings by more than 100 million yuan, and Shenzhen Tianma A financing net purchase has exceeded 100 million yuan.
#03
The turnover was 89 billion yuan
Large funds pull A-share broad-based ETFs
On January 18, the three major A-share indexes opened low and walked weakly, and rose in a straight line in the afternoon. At the close, the Shanghai Composite Index rose 0.43%, the Shenzhen Component Index rose 1%, and the ChiNext Index rose 1.93%. The trading volume of the Shanghai and Shenzhen stock exchanges was 864.8 billion yuan, a significant increase from the previous day, and the northbound funds sold a small net of 741 million yuan throughout the day.
On the same day, the volume of equity ETFs increased significantly, and the daily turnover exceeded 89 billion yuan. Among them, the trading volume of Huatai Barry CSI 300 ETF and ChinaAMC SSE 50 ETF exceeded 10 billion yuan on the same day, setting a new single-day high since 2016.
Industry professionals
Since 2024, a number of broad-based index ETFs have had large-scale capital inflows, which on the one hand reflects investors' good expectations for the overall recovery of the market and valuation repair, and on the other hand, there is also the possibility that investors will adjust their strategy style and replace the assets in their equity positions.
As of 1.19
#04
Zhang Kun's top ten heavy stocks were exposed
On January 19, E Fund, Zhang Kun and other fund managers released their quarterly reports last year. Zhang Kun adhered to his investment style and ideas in the fourth quarter of last year and continued to maintain a high position of more than 94%.
Specifically, compared with the end of the third quarter of last year, the top ten heavy stocks of the fund managed by Zhang Kun have not changed much as a whole, and the liquor leaders such as Kweichow Moutai, Wuliangye, Yanghe and Luzhou Laojiao are still among his top ten heavy stocks. In terms of investment in Hong Kong stocks, Zhang Kun increased his positions in Alibaba, WuXi Biologics, etc., and in terms of U.S. stocks, Chaowei Semiconductor appeared among its top 10 heavy stocks for the first time.
As of 1.19
Judging from the top ten heavy stocks disclosed in the Four Seasons Report, Zhang Kun still holds high-quality companies with excellent business models, clear industry patterns and strong competitiveness.
The top five heavy stocks of E Fund Quality Select Fund are Kweichow Moutai, Wuliangye, Yanghe, Tencent Holdings, and Luzhou Laojiao. The most striking thing is that E Fund Premium Select has increased its position in Hong Kong Internet leader Alibaba, increasing its holdings by more than 7 percentage points month-on-month, while Tencent Holdings, another leading Internet stock, has been reduced by more than 6 percentage points.
Orient International is optimistic about A-shares.