Taking on the weakness in the early stage, Fengxing shares, which had fallen by the limit for the previous two trading days, opened more than 4% lower in early trading today, and then quickly closed the limit. As of the morning closing, the stock was reported at 30.43 yuan, down 10% from yesterday, with 11900 orders. Since then, in just five trading days, the stock has fallen by more than 30%. Before this round of adjustment, the bull market trend of Phoenix shares was obvious, which doubled in more than a month.
Recently, high stocks began to show signs of correction, while low stocks started the violent rebound mode. This morning, the real estate sector broke out collectively, and Jindi group rose by the limit. Who will be the next big rebound plate?
Bull stocks suddenly fell by the limit
Public information shows that Fengxing Co., Ltd. is a high-tech enterprise specializing in R & D, production, sales and technical services of wear-resistant materials in the field of metal castings. In the first quarter, the company realized a net profit of 19.993 million yuan, a year-on-year increase of 42.11%. Before June, the trend of the stock was tepid and fluctuated between 15 yuan and 20 yuan. After June, the stock started the hurricane mode, and soared to the top of 43 yuan in just over a month.
It is worth mentioning that on the way of rising share prices, the company announced the shareholder reduction plan. Among them, the shareholder Chen Xiao plans to reduce no more than 91622301 shares from July 1, 2021 to January 19, 2022, accounting for no more than 10.41% of the total share capital; Zhou Qi plans to reduce no more than 6357 shares from August 4, 2021 to February 3, 2022, accounting for no more than 0.01% of the total share capital.
With regard to the recent significant changes in share prices, the company announced that after verification and confirmation with the company, controlling shareholders and actual controllers, the company has no major events that should be disclosed but not disclosed, and there are no other major events in the planning stage; The controlling shareholders and actual controllers do not buy or sell the company’s shares during the abnormal fluctuation of stock trading.
Real estate stocks broke out and institutional warehouse building stocks were exposed
This morning, the hard technology sector continued its decline, and some stocks fell significantly. As of the morning closing, dozens of concept stocks such as Baichu electronics and Chunzhong technology fell by more than 5%. Among them, the leading concept of “lithium extraction from Salt Lake”, which has just resumed listing and trading, plunged more than 7% in early trading.
The previously strong real estate sector continued to erupt this morning, rising nearly 4% by the end of the morning. Leading stocks rose sharply, with Jindi group, Poly Real Estate and Vanke A all up more than 7%. Recently, the trend of hard technology led by new energy vehicles, semiconductor chips and photovoltaic has been adjusted, while traditional white horse stocks have rebounded. It is worth looking forward to whether the sharp rise of real estate stocks will sound the horn of the traditional white horse cobalt rebound.
Shanxi Securities believes that at present, the macro-economic growth is stable, the growth rate of the secondary industry may gradually slow down, and there is still room for improvement in the total demand, of which the recovery space of the tertiary industry is large. In terms of A-share style, the performance of small and medium-sized stock style index in the second quarter is much higher than that of large stock index. At some point in the future, it will transition to the stage of balanced style of large and small stocks.
Data treasure statistics show that in the traditional white horse plate, there are 41 stocks with more than 10 rating agencies and more than 100 million yuan of institutional funds since August (institutional funds refer to a single transaction volume of more than 1 million yuan). In terms of the increase amount, Guizhou Maotai, Sany Heavy Industry, Midea Group, Wuliangye and other stocks increased their holdings by more than 2 billion yuan, and China free, China Merchants Bank, shede liquor and other stocks increased their holdings by more than 500 million yuan.
From the perspective of the latest rolling P / E ratio, the stock market earnings ratios of CSCEC, Everbright Bank and Poly Real estate are less than 5 times, and the stock market earnings ratios of Industrial Bank, Vanke A, conch cement and Bank of Jiangsu are less than 7 times. Since August, the share prices of some stocks have rebounded significantly. Miaokelan has risen by more than 35%, and both Sany Heavy Industry and Zoomlion have risen by more than 20%. If you include the performance of early trading today, Poly Real Estate and other stocks also rose significantly. It remains to be seen whether such stocks will continue to be strong.