[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.
①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.
Change of ownership + merger! Hanjia Design Group: cash acquisition of 51% equity of Futai Technology did not trigger the restructuring for IPO | Quick announcement
①Hanjia Design, which has been listed for 6 years, announced a change of ownership just 2 trading days after the suspension; ②In this equity transaction, the acquiring party, Tailian Zhixin, offered a high premium, with a 60% premium over the closing price of Hanjia Design on September 6th of 6.59 yuan per share; ③Fu Tai Technology shareholders have committed that the accumulated net income realized in 2024 and 2025 by the company after the acquisition will not be less than 0.216 billion yuan.
Futai Technology or go public through reverse takeover, intending to acquire Hanjia Design Group? | Express Announcement
1. Hanjia Design's performance has been continuously declining, which may be an important background for the controlling shareholder's planned transfer of controlling rights; 2. Futubull Technology and Hanjia Design have synergies in their business, with the former having planned to go public on the GEM; 3. If the "reverse acquisition" is successful, it means that Futubull Technology will achieve a backdoor listing.
Shareholders of baoding tianwei baobian electric and electrical equipment group are integrating their businesses. The controlling shareholder of baoding tianwei baobian electric may change. | Read the announcement quickly.
① The controlling shareholder of the company, China North Industries Group Corporation, is currently carrying out the integration of the power transmission and transformation equipment business with Electric Equipment Group, which may result in changes to the controlling shareholder of Baoding Tianwei Baobian Electric; ② Electric Equipment Group currently controls several listed companies including China XD Electric, XJ Electric Co., Ltd., and Henan Pinggao Electric.
Analysis of trading limit of Haiyuan compound material on September 22nd: photovoltaic, carbon fiber, 3D printing concept hot stock
Securities Star data Center News, Haiyuan compound materials rose the limit to close, closing price 22.13 yuan. The stock rose by the daily limit at 09:45, but did not open the limit. The closing capital was 40.5665 million yuan, accounting for 0.71% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 52.1952 million yuan, the net inflow of hot capital was 67.1987 million yuan, and the net outflow of retail funds was 20.881 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is photovoltaic, carbon fiber, 3D printing concept hot stock, the same day photovoltaic concept rose 1.88%, carbon fiber concept rose 1.58% dint 3D hit
The pre-announcement of the third quarterly report unveiled a substantial increase in the performance of these stocks (list)
With the end of the semi-annual report of listed companies, some companies have also begun to issue earnings forecasts for the third quarter of 2021, and a high-quality three-quarter report will boost share prices and investor confidence. Compared with previous years, the companies that take the lead in the "spoiler" three-quarter report this year are "rare". The market expects that the double season may be approaching, after which there will be a wave of intensive three-quarter forecast period. Statistics show that as of September 16, a total of 61 companies have issued three-quarter forecasts, accounting for more than 80% of the performance stocks (pre-increase, slight increase, profit continuation, reversal of losses). From performance
Afternoon comment: the gem index fell nearly 1%, will the "Petrochina Company Limited curse" come true?
By midday, the three major A-share indexes were up and down. The Prev index rose 0.31%, the Shenzhen Composite Index fell 0.24%, and the gem index fell 0.87%. On the disk, titanium dioxide, photovoltaic building integration, oil and gas resources and other plates led the increase. In the titanium dioxide plate, Tianyuan shares, Dinglong culture, Jinpu titanium industry limit; in the photovoltaic construction integration plate, Hanjia design 20CM limit, Dongxu Lantian, Zhongli Group, Qingyuan shares, Touri Xinneng also limit; in the oil and gas resources plate, offshore oil development, Bomeike, intercontinental oil and gas and other stocks rose by the limit. When it comes to the oil and gas resources plate, we have to mention Petrochina Company Limited.
Analysis of the trading limit of Haiyuan compound wood on September 14th: carbon fiber, Ningde era concept stock, NIO Inc. automobile concept stock concept hot stock
Securities Star data Center News, Haiyuan compound materials rose the limit to close, closing price 22.22 yuan. The stock rose by the limit at 09:57 and opened the limit six times. The closing order capital was 20.5513 million yuan, accounting for 0.36% of its current market value. Capital flow data, the main capital inflow of 19.11 million yuan, hot capital net inflow of 16.5515 million yuan, retail capital net inflow of 13.4062 million yuan. In the past 5 days, the capital flow is shown in the following table: this stock is carbon fiber, Ningde era concept stock, NIO Inc. automobile concept stock concept hot stock, the same day carbon fiber concept rose 2.56%, Ningde era concept
Analysis of trading limit of Haiyuan compound wood on September 13: carbon fiber, new energy vehicles, unicorn concept hot stocks
Securities Star data Center News, Haiyuan compound materials rose the limit to close, closing price 20.2 yuan. The stock rose by the limit at 09:30 and opened the limit twice, with a closing capital of 76.3577 million yuan, accounting for 1.45% of its current market value. In terms of capital flow data, there was a net inflow of 26.098 million yuan of main funds, a net inflow of 23.9156 million yuan of hot capital and a net outflow of 11.7119 million yuan of retail funds. In the past 5 days, the capital flow is shown in the following table: the stock is carbon fiber, new energy vehicles, unicorn concept hot stocks, the same day carbon fiber concept rose 0.5%, new energy vehicle concept rose 0.42%
Analysis of electric limit of Baogan on September 10: UHV, ubiquitous power Internet of things, Beijing-Tianjin-Hebei concept hot stock
Securities Star data Center News, Bao Tong Electric trading closed, closing price 5.52 yuan. The stock rose by the limit at 09:36, opened the limit three times, and closed its closing order with a capital of 20.3895 million yuan, accounting for 0.2% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 115 million yuan, the net inflow of hot capital was 121 million yuan, and the net outflow of retail funds was 61.0607 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is UHV, ubiquitous power Internet of things, Beijing-Tianjin-Hebei concept hot stock, the same day UHV concept rose 3.41%, ubiquitous power Internet of things concept rose 1.11%.
Analysis of the trading limit of Haiyuan compound materials on September 10: Ningde era concept stocks, new energy vehicles, carbon fiber concept hot stocks
Securities Star data Center News, Haiyuan compound materials rose to close, closing price 18.36 yuan. The stock rose by the daily limit at 11:26, but did not open the limit. The closing capital was 43.0726 million yuan, accounting for 0.9% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 92.4368 million yuan, the net inflow of hot capital was 90.9424 million yuan, and the net outflow of retail funds was 63.31 million yuan. In the past 5 days, the capital flow is shown in the following table: this stock is the Ningde era concept stock, new energy vehicles, carbon fiber concept hot stocks, the same day Ningde era concept stocks rose 0.96%, new energy vehicles
Afternoon comment: financial and Chinese prefixes rebounded strongly, A-shares staged a V-shaped reversal.
The market was in the doldrums in early trading and the index fluctuated downwards. the intraday Prev index fell as low as 0.78%, the Shenzhen Composite Index fell 1.85%, and the gem index fell as much as 2.65%. The market situation changed at 10:45. Driven by the Chinese prefix and the traditional white horse, the index began to rise rapidly. The Shanghai and Shenzhen Index closed red. The Prev closed at 3574 points, up 0.86%, the Shenzhen Index closed at 14374 points, up 0.32%, and the gem Index closed at 3214 points, down 0.02%. In early trading, the performance of big white horses such as Zhongshun Jie rou and "soy sauce grass" Haitian flavor industry was lower than expected, and the market sentiment tended to be significantly low.
The concept of new energy is rare, and the market is over?
Lithium electricity, photovoltaic and other new energy plummeted, Tianqi lithium industry, Ganfeng Lithium both fell to the limit, Jinchen shares, Jing'ao technology, Haiyuan compound materials, star technology and so on also fell to the limit one after another. The lower-than-expected performance is the fuse of this round of new energy concept. Take BYD, the leader of new energy, as an example, the reported net profit is only 1.17 billion, down-29% from the same period last year, while deducting non-net profit is only 368 million. When BYD's business covers vehicles, batteries and semiconductors, these are the logic of high valuations, but when the heat cools down and looks at profits, I'm afraid BYD's valuation is expected to fall a lot. Lithium iron phosphate battery dragon