Shine Trader Live reports:
On September 14, individual stocks differentiated, cyclical stocks cooled, and the new energy sector rose. The lion micro chip bull stock fell the limit for two consecutive trading days, and the amount of orders sealed on the limit board exceeded 2 billion yuan.
As of midday closing, the Shanghai index rose 0.05%, the Shenzhen Component Index rose 0.63% and the gem index rose 2.13%. The half day turnover of the two markets exceeded 890 billion yuan, including 406.039 billion yuan in Shanghai and 491.846 billion yuan in Shenzhen.
In terms of capital, wind data show that the north half day net inflow of funds is 600 million yuan, including a net outflow of 848 million yuan from the Shanghai Stock connect and a net inflow of 1.448 billion yuan from the Shenzhen Stock connect.
Collective strength of oil stocks
A shares of Shanghai Petrochemical and intercontinental oil and gas rose by the limit, with PetroChina up 8.55%, Taishan oil up 6.2% and Sinopec up 4%; Hong Kong stocks PetroChina rose 5%, while CNOOC and Sinopec rose more than 1%.
At a time when the global energy futures market is cooking oil, the A-share energy sector has also come out of a main wave recently. PetroChina rose by more than 8% in early trading today, and its market value broke another trillion. Since August 23, its share price has risen by more than 35%.
Citigroup said that when “IDA” cut US crude oil production in September, the demand recovery in East Asia is beginning, which may support crude oil prices in the fourth quarter.
Song Qing, manager of noan oil and gas energy fund, analyzed that the performance of energy companies generally exceeded expectations in the second quarter, among which the revenue growth of upstream enterprises was more obvious, benefiting from the rise of oil prices, and the profits of energy companies were higher than the pre epidemic level. Looking back, the performance of energy companies is expected to continue to improve.
Leon micro continuous limit
On September 14, Leon micro fell again. As of the midday closing, Leon had 207000 orders on the limit, with a turnover of 250 million yuan and a total market value of 41.1 billion yuan. The market value evaporated by nearly 10 billion yuan in two trading days. Based on today’s limit price, the amount of orders sealed on the limit board reached 2.123 billion yuan.
Market participants believe that the important reason for Leon micro’s falling limit yesterday is the lifting of the ban and the sharp increase in circulation. Today, the limit fell again because of the reduction announcement immediately thrown by Leon micro after the lifting of the ban.
On September 13, Leon micro ushered in the day-to-day lifting of the ban. The number of shares lifted was 242 million, accounting for 60.46% of the total share capital. According to the closing price on September 10, the market value of the lifted ban exceeded 30 billion yuan. After the lifting of the ban, Leon’s micro flow channel soared by 596.79%. The lifting of the ban of Leon micro involves 169 shareholders (including 3 institutions and 166 natural persons), of which the second largest shareholder Ningbo Lishi Information Technology Co., Ltd. (hereinafter referred to as “Ningbo Lishi”) lifted the ban of 27.3325 million shares.
Leon micro chip is a big bull stock. Based on the closing price on September 10, the share price of Leon micro post resumption rose by 2476.23% compared with the issue price. After two consecutive limits, the share price of post resumption still rose by 1986.78% compared with the issue price. The huge increase means the lifting of the ban on Leon micro and the huge floating profit.
After lifting the ban, on the evening of September 13, Leon micro issued a reduction announcement. The announcement said that the three directors, supervisors and shareholders of the company, Ningbo Lishi, plan to reduce their total holdings of no more than 12.484 million shares, accounting for 3.12% of the company’s total share capital. Among them, Ningbo Lishi, which holds 6.82%, plans to reduce its holdings of no more than 12 million shares, accounting for 3% of the company’s total share capital; Wu nengyun, director, deputy general manager, chief financial officer and Secretary of the company, intends to reduce the holding of no more than 358000 shares; Xian Chunlei, deputy general manager of the company, plans to reduce his holdings of no more than 102000 shares; Ren Dexiao, chairman of the board of supervisors of the company, plans to reduce his holdings of no more than 24000 shares. For the reasons for the reduction, the above shareholders said that it was because of their own capital needs.
In the “one board limit” on September 13, the turnover of Leon micro was 571 million yuan. From the situation of the dragon and tiger list on that day, the securities business department of Shanghai Puming road of Founder Securities, which bought one seat, bought 103 million yuan net, while the securities business department of Hangzhou torch avenue of CITIC Securities, which sold one seat, sold 311 million yuan net, and the securities business Department of Jinjiang Quanan middle road of Ping An securities sold 114 million yuan net. The net sales of these two seats alone accounted for more than 70% of the total turnover on that day.