Tuesday two cities traded 1,043.8 billion, compared with Monday 1,365.7 billion, a sharp drop of 321.9 billion, North Capital net buy 4.786 billion, the two cities rose by 2475/4477 (55.3%), through the transaction volume can be seen that most of the market funds have entered the holiday mode in advance, of which the ChiNext index pulled up in the morning after the full day fell back, there is no doubt that the short-term funds fell into the bag, the Shanghai index due to the power + coal + oil + real estate and other traditional industries rose sharply, thus relatively strong, But yesterday's brewing plate and the ChiNext board the same way, this is also a short-term capital choice bag, Beizi today is worthy of praise, the whole day big buy with rhythm, the side also reflects that Beizi is optimistic about the A-share post-holiday market; plate, yesterday's consumption such as winemaking, today's traditional industries such as real estate + electricity, then the remaining 2 trading days and which plate?
It is worth mentioning that tomorrow is the last trading day before the festival, and it is necessary to pay attention to the selling pressure of safe-haven funds.
Profiles of some leading companies
Guanghong Technology: The company's main business is specialized in consumer electronics, network communications, automotive electronics and other electronic products PCBA and finished product assembly, and to provide process technology research and development, process design, procurement management, production control, warehousing and logistics and other complete services of electronic manufacturing services (EMS). The company's main products providing electronics manufacturing services include consumer electronics (smartphones, tablets); Network communication (network router, base station positioning terminal); Internet of Things, automotive electronics (OBD, driving recorder) and other electronic products.
BOE A: The company's core business includes display devices, intelligent systems and health services: 1, display device business: At present, it mainly provides mobile phones, tablet computers, laptops, monitors, TVs and vehicles, wearables, industrial control, medical, splicing, education and other display screens. 2. Intelligent system business: At present, it mainly provides Internet of Things solutions such as mobile health, photoelectric energy, vehicle connection system, smart finance and smart display, and provides the most competitive ODM/OEM services and intelligent manufacturing such as machine and backlight modules for global partners. 3. Health service business: At present, it mainly provides health care services and professional park solutions.
ArcherMind Technology: The company is a software outsourcing service provider in the mobile intelligent terminal industry chain, belonging to the software and information service outsourcing enterprises, the main business is software technology services and solutions research and development and sales. The company's business covers the entire industrial chain of mobile intelligent terminals, providing software development and technical services on a global scale.
Lens Technology: The company is a leading enterprise in the global consumer electronics protective panel and cover industry, focusing on the research and development, production and sales of touch and protective glass panels, and the promotion and application of ceramics, sapphire and other new materials in consumer electronics, covering the development and manufacture of fixtures, molds, special equipment, raw materials and accessories to the design of the production process, until the final finished product, the products are widely used in high-end smart phones, tablet computers, notebook computers, smart wearable devices, digital cameras, players, Window protection for GPS navigators, automotive instruments, etc. The company's customer groups are Samsung, Amazon, Microsoft, Huawei, Lenovo, Xiaomi, Vivo and other well-known brands at home and abroad.
Runhe Software: The company's main business is to provide domestic and foreign customers with integrated technology services based on digital solutions, the business focuses on financial technology and intelligent terminal informatization, smart energy informatization and other business areas, customers cover China, Japan, Southeast Asia, North America and other regions. Headquartered in Nanjing, the company has subsidiaries in Beijing, Shanghai, Shenzhen, Guangzhou, Chongqing, Chengdu, Wuhan, Xi'an, Hefei, Fuzhou, Hong Kong and other major cities in China, and has set up overseas subsidiaries in Tokyo, Singapore and Boston, USA, with global technology integration, customer response and service capabilities, and can provide customers with comprehensive, immediate, efficient and intelligent digital technology services.
Igor: The company focuses on the research and development, production and sales of power supplies and power component products for consumer and industrial applications. The company's products can be widely used in consumer and industrial fields of various types of electronic appliances, electrical equipment. At present, the company's products are mainly concentrated in energy-saving, efficient and promising lighting, industrial automation and clean energy industries.
The first three quarters of the performance of the top fund large inventory
Top 10 Common Equity Fund Performance:
Summary: Among the ordinary equity funds, Cui Chenlong, Qiu Dongrong, and Cao Chunlin led the list, and Cao Chunlin had 2 funds on the list. From the perspective of holdings, the vast majority of funds in the above list are heavily positioned in the new energy industry, only Qiu Dongrong's Zhonggeng small cap and Chen Xizhong's investment promotion stable preferred positions are slightly scattered, but they are also mainly based on new energy, electronics, semiconductors, and medicine.
Top 10 Partial Stock Hybrid Fund Performance:
Top 10 Balanced Hybrid Fund Performance:
Flexible Allocation Fund Performance Top 10:
Top 10 Enhanced Index Fund Performance:
At the same time as counting the list, we also found a phenomenon: the funds that performed better in each year were not necessarily ranked better in the previous year, or even most of them were lower; while the funds that ranked high in the previous year often did not necessarily perform better in the next year. For example, this year's flexible configuration champion base, in 2020 and 2019 annual returns are outperformed by the CSI 300 and similar averages. In other words, according to the ranking of a certain year, if you want to buy the "champion base" of the next year in advance, it is a very small probability event, and investors are not advisable.
The winners of the 18th China Fund Industry Golden Bull Award