Chip Concentrated Shares Revealed in the Third Quarter The Number of Shareholders in 9 Shares fell by more than 20percent.

category:Finance
 Chip Concentrated Shares Revealed in the Third Quarter The Number of Shareholders in 9 Shares fell by more than 20percent.


Science and technology stocks predominate

Changes in the number of shareholders is one of the indicators to measure the concentration of chips. According to the statistics of the Data Department of the Securities Times, after eliminating the new shares listed since 2019, more than 200 companies published the data of shareholder households at the end of the third quarter (the end of September) on Interactive Easy. Compared with the end of the second quarter, the number of shareholder households in 160 companies has decreased, accounting for nearly 60%, while the number of shareholder households in a few companies has increased.

In terms of sub-industries, shareholdersdeclining shares are widely distributed in Shenwan 25 industries. Seven major industries, such as machinery and equipment, chemical industry, electronics, computer, non-ferrous metals, public utilities, automobiles, account for more than 50% of the total, and the trend of industry centralization is obvious.

Among the stocks with reduced shareholder households, 9 stocks have significantly concentrated their chips, and the number of shareholder households has declined by more than 20%. In the third quarter of this year, especially since September, the technology sector has surpassed the large consumption and become the main line of the market. The three major industries of electronics, communications and computers have successfully ranked among the top three in the growth rate of the major industries. Among the companies with the highest concentration of chips, technology stocks are especially large. According to companies with shareholder household decline of more than 10%, there are 14 companies from the technology sector, such as Desai Battery, Fuman Electronics, JetJet Microelectronics, etc., many of them are hot stocks.

In the list of shareholder household decline, the peak cement in the construction material industry ranked first, and the number of shareholder households at the end of the third quarter was 37709, a decline of 28.29% compared with the end of the second quarter. Over the past three years, the companys performance has been growing steadily. In the first half of this year, its revenue reached 2.888 billion yuan, an increase of 38.74% over the same period last year, and its net profit reached 950 million yuan, an increase of 86.42% over the same period last year. In the secondary market, Shangfeng Cement has maintained a steady trend this year, with an increase of more than 90% from the beginning of the year to the present. It has won the market by a large margin, and the latest closing price has reached a record high.

No. 2 and No. 3 came from the technology sector. At the end of the third quarter, the number of shareholders of Huaming Intelligence in the computer industry dropped by 27.42% compared with the end of the last quarter, ranking second in the list. In the first half of this year, the companys net profit declined by 13.73% compared with the same period last year. In terms of market performance, the stock has risen by more than 70% since the beginning of the year, and its share price has risen by more than 30% during the period of concentrated chips (end of June to end of September).

The number of shareholder households declined by 23.47%, and the latest number of shareholder households was 13316. Oxconn is engaged in the R&D, production and sales of high-density PCB. Its product layers are mainly composed of double panels and multi-layer panels. Its product applications include consumer electronics, communication equipment, automotive electronics, industrial control equipment, medical electronics and other fields. The companys revenue declined slightly in the first three quarters of 2019, and its net profit increased by 11.41% year-on-year. After the announcement of the three-quarter report, the stock price is now up and down. Since the beginning of this year, the stock price of Oxconn has also performed well, rising 44% from the beginning of this year to the present.

The secondary market performance of chips concentrated shares is relatively strong. For companies with shareholder household declines of more than 10%, the average increase of chips concentrated during the period is more than 7%, while the Shanghai Stock Index fell by more than 2% in the same period. Generally speaking, the more concentrated chips, the smaller the proportion of retail investors, the stronger the willingness to control the main funds, the greater the probability of large fluctuations in the future market, and vice versa. However, the increase and decrease of the number of shareholders is not the only factor determining the rise and fall of stock prices.

13 chips

Net profit doubled in the first three quarters

With the opening of the three-quarter report, the recent performance advance shares have been sought after by the market, and many companiesshare prices have risen sharply. Among the declining shareholders, 39 companies have disclosed their performance forecasts for the first three quarters of 2019, with 23 of them accounting for nearly 60%. Judging from the lower limit of forecast net profit growth, 13 companiesnet profit in the first three quarters doubled year-on-year.

In addition to * ST integration, the net profit growth of * ST ROP, * ST Yushun and St Zhongji in the first three quarters also doubled. In addition, Ganhua, Qianjiang Motorcycle, Pathfinder, Hengda Hi-Tech and Antai Technologies are among the top performers in the first three quarters, with net profit increasing by more than 200% year on year.

Hengda Hi-techs shareholder household declined the most at the end of the third quarter compared with the end of the last quarter, exceeding 10%. The company expects net profit in the first three quarters to increase by 242.29% to 306.47% compared with the same period last year. As for the reasons for the increase in performance, the company said that under the background of stricter national environmental protection policies, the number of newly signed orders and the number of completed projects of the companys garbage incinerator protection, sound insulation and noise reduction projects and other related businesses maintained a rapid growth.

Some analysts believe that the number of shareholders of the company has a greater correlation with its secondary market performance, the number of shareholders decreased, the stock price trend is relatively strong. The smaller the number of shareholders, the more concentrated the chips, the more likely it is to be the main control panel, and the greater the probability of large market in the future market; the more the number of shareholders, indicating that the more dispersed the chips, the less likely the short-term market will appear. However, chips concentration is not the only factor affecting stock price changes. Taking Jiuding New Materials as an example, the number of shareholder households was 63 350 by the end of the third quarter, an increase of 289.13% compared with the end of the second quarter. Since the third quarter, the share price of Jiuding New Materials has soared by more than 200%. On the evening of July 17, the company announced that Gu Qingbo, the actual controller and controlling shareholder, was planning to transfer part of his shares to Shenzhen Zhengwei (Group) Co., Ltd. or its designated third party, possibly involving the change of control rights of the company, after which the companys share price began to soar. Source: Responsible Editor of Securities Times: Yang Qian_NF4425

Some analysts believe that the number of shareholders of the company has a greater correlation with its secondary market performance, the number of shareholders decreased, the stock price trend is relatively strong. The smaller the number of shareholders, the more concentrated the chips, the more likely it is to be the main control panel, and the greater the probability of large market in the future market; the more the number of shareholders, indicating that the more dispersed the chips, the less likely the short-term market will appear.

However, chips concentration is not the only factor affecting stock price changes. Taking Jiuding New Materials as an example, the number of shareholder households was 63 350 by the end of the third quarter, an increase of 289.13% compared with the end of the second quarter. Since the third quarter, the share price of Jiuding New Materials has soared by more than 200%. On the evening of July 17, the company announced that Gu Qingbo, the actual controller and controlling shareholder, was planning to transfer part of his shares to Shenzhen Zhengwei (Group) Co., Ltd. or its designated third party, possibly involving the change of control rights of the company, after which the companys share price began to soar.