Author: Data Treasure Zhang Juanjuan
The duty-free leader was "killed by performance", the Beijing Stock Exchange was about to open, and the two major funds ambushed the concept stock in advance.
China's lightning-free drop stop,
Or related to performance that does not meet expectations
In the early trading of November 1, less than an hour after the opening of the duty-free leader China Zhongwai, the duty-free leader, quickly sealed the fall stop board, and the market value fell below 500 billion yuan. As of the end of the third quarter, the number of A-share shareholders in China was 142,900, with an average loss of nearly 370,000 yuan. Dragged down, the Duty Free Sector Index fell sharply today.
China's china has fallen 14 times in ten years, and it has fallen 5 times since the beginning of last year, and the change in this situation is quite interesting. Industry insiders said that the epidemic may put pressure on the industry and have a certain relationship with the performance that does not meet expectations. The company's third quarterly report shows that the net profit in the first three quarters increased by 168.35% year-on-year, but the net profit generated by the operation in the third quarter was slightly lower than the market expectation, of which the revenue fell by 11.73% year-on-year, and the gross profit margin fell to about 30% year-on-year.
The concept of the North Stock Exchange led the rise strongly, and the leading 20cm limit was raised
Today's market money-making effect is significant. Statistics from Securities Times and Data Treasure show that on the first trading day of November, the number of stocks in the A-share market exceeded 100, the highest level in the past 23 trading days.
On the disk, the concept of the North Stock Exchange rose the highest, the plate was almost all red, and the 4 shares were sealed shortly after the opening of the board, which were entrepreneurial dark horse, electronic city, Zhongguancun and Beijing investment development. Among them, the entrepreneurial dark horse 20cm up and down, the company is one of the pioneers in the field of domestic entrepreneurial services.
On the news side, on October 30, the CSRC issued the basic system of the Beijing Stock Exchange, which initially built a basic system of issuance and financing, continuous supervision and exchange governance of the Beijing Stock Exchange, and clarified that the effective date of the basic system was implemented on November 15. This means that the Beijing Stock Exchange will open on November 15, when more than 68 companies in the selected layer of the New Third Board market will all be translated into the Beijing Stock Exchange.
Stimulated by the good news, the securities and venture capital sectors have also changed. Shenwan Hongyuan, Zhongtai Securities, CITIC Construction Investment, Soochow Securities, etc. have all risen by different margins, among them, Shenwan Hongyuan has participated in the supervision of more than 550 listed new third board companies, and the stock rose more than 5% today, ranking the forefront of the increase of listed securities companies.
In addition, the select layer company Gaz Food 30cm up and down, Guangzhi International once rose and stopped.
Incremental funds have come, and 14 selected stocks have been increased by institutions
The arrival of the Beijing Stock Exchange has accelerated the pace of deepening the reform of the domestic capital market and brought new opportunities to the various businesses of securities companies. With the opening of the market approaching, the incremental funds in the market continue to increase the selected layer of the new third board.
Data treasure statistics show that among the 68 companies in the selected layer, 14 shares have been increased by institutions at the end of the third quarter (excluding general legal persons), Yingtai Biology, Fujita, and Wuxin Tunnel Installation and Positioning ratio are the top, and Yingtai Biologics, which is engaged in pesticide research and development, has increased from less than 4% at the end of the second quarter to more than 65% at the end of the third quarter.
Looking further, the number of public fund products on the New Third Board has reached 19, of which 8 funds hold selected stocks. Among them, the allocation of selected stocks at the end of the second quarter of Huaxia Growth Selection was relatively low, and the net shareholding value increased from 0.96% at the end of the second quarter to 2.97% at the end of the third quarter. At the end of the second quarter, China Merchants Growth Select only held 1 select layer stock of MicroPort Optoelectronics, which rose to 8 at the end of the third quarter, and the proportion of the net value of the select layer stock increased from 0.11% to 2.83%.
5 shares were increased by leveraged funds, and 2 shares were increased by more than 10%
Data treasure statistics show that among A-shares, the total value of the 18 stock markets involved in the Beijing Stock Exchange is close to 800 billion yuan, an increase of nearly 20 billion yuan over the previous trading day. The value of the three stock markets of CICC, CITIC Construction Investment and China Galaxy all exceeded 100 billion yuan. The first two companies, with a market value of more than 200 billion yuan, are located in Beijing, and they all provide asset management and other services for individuals and institutions.
In terms of secondary market performance, the above 18 concept stocks of the Beijing Stock Exchange have risen less and fallen more since September, and the cumulative increase since September has exceeded 20%, and the cumulative increase of Electronic City and State Investment capital has been larger.
From the perspective of industrial capital holdings, data treasure statistics show that since September, CICC, CITIC Construction Investment, Zhongguancun and Hezhong Sizhuang have been increased by Lu Stock Connect; 5 shares such as CICC, Xinhua net and Tongfang shares have been increased by financiers in the same period, of which CICC and Xinhuanet have increased their positions by more than 10% since September.
Disclaimer: All information content of data treasure does not constitute investment advice, the stock market is risky, and investment should be cautious.
Editor-in-Charge: Lin Shaojun
Data treasure
Data Treasure (shujubao 2015): Securities Times Intelligent Original New Media.