Block chain tuyere cooling: only 6 shares rise and fall for 3 consecutive days

category:Internet
 Block chain tuyere cooling: only 6 shares rise and fall for 3 consecutive days


According to wind data, on October 30, the A-share blockchain index fell 2.85%, and only eight stocks in the sector closed up. Combined with the trading conditions of the previous two trading days, only six concept stocks have been trading for three consecutive days.

The six concept stocks are zhidu (000676), Hailian Jinhui (002537), Yijian (600093), Xinhu Zhongbao (600208), Wenhua Great Wall (300089) and zheda.com (600797).

It is worth noting that on the evening of October 30, many listed companies issued risk warning announcements to explain the progress of blockchain business. Most companies mentioned that the application of blockchain technology is not mature, which will not have a significant impact on the companys performance.

Six concept stocks rise and fall for three consecutive days

It is worth noting that the blockchain sector fell sharply at the end of October 29. In the last 10 minutes, nearly 20 blockchain concept stocks opened trading limits, and the transaction amount significantly increased. The blockchain sector completed 120.4 billion yuan of transactions all day, close to 25% of the total market volume.

Wind data shows that the turnover rate of several concept stocks is more than 20%, for example, the turnover rate of Zhongke soft (603927) is as high as 55.66%, and the turnover rates of storm group (300431) and Fuguang (688010) are 41.6% and 35.57%, respectively.

Blockchain concept stocks with a turnover rate of more than 20%. Data source: wind

As of October 30, the blockchain index fell 2.85%. There are only eight stocks with trading limit, including zhidu (000676), Hailian Jinhui (002537), Yijian (600093), Xinhu Zhongbao (600208), digital certification (300579), Feitian Chengxin (300386), Wenhua Great Wall (300089) and zheda.com (600797).

In the past three trading days, it has closed three trading limit stocks in a row. Data source: wind

From the perspective of the turnover rate on October 30, although it is not as high as the previous trading day, there are 14 blockchain stocks with a turnover rate of more than 20%, of which the turnover rate of Cultural Great Wall is as high as 48.74%, ranking first, and the turnover rate of Annie (002235), digital certification and Sinosoft is also more than 30%.

Blockchain concept stocks with a turnover rate of more than 20%. Data source: wind

Multiple announcements to explain the progress of blockchain business

On the evening of October 30, a number of listed companies issued a notice on risk warning, indicating the progress of the companys blockchain business.

Some companies said that the application of blockchain technology is not mature, which will not have a significant impact on the companys performance.

In the announcement, the companys main business and fundamentals have not changed. The main business of the company is supply chain management and commercial factoring. Based on relevant information technology services, the company provides supply chain management services for logistics, warehousing, aviation and other industries.

At present, the application of the companys trusted data pool and easy to see block is still in the initial stage, which is not yet mature, and the market test is needed from technology application to commercialization effect. According to the companys 2019 half year report, information service revenue accounts for a relatively small proportion of the companys main business revenue, which is 1.3%.

In addition, Xinhu Zhongbao also clarified the blockchain business of its joint-stock company, interest chain technology. The company said that the blockchain industry is in the early stage of development, the relevant industry pattern is not mature, and the commercialization from technology to application scenarios is still in the process of promotion. The development of interest chain technology needs the follow-up inspection of the market.

It is also indicated that the blockchain related businesses will not have a significant impact on the operation in the short term, such as digital authentication, Feitian integrity, Cultural Great Wall, Zhejiang University network new, Julong shares, etc.

Zhidu shares said that in 2018, the company invested in bitcontinental and obtained the rights of matrixport set up by Wu Jihan, the co-founder of bitcontinental in 2019. As the investment did not meet the disclosure standard, no special disclosure was made. The company has always been concerned about the development of big data, blockchain, digital currency and other technologies. The existing business of the company has not directly involved in blockchain and digital currency business.

There are also companies that have received regulatory concerns, such as the inquiry letter from Shenzhen Stock Exchange. Shenzhen stock exchange requires to explain the R & D of 36 blockchain invention patents of the company, the R & D of the companys new version of supply chain financial system up to now, and supplement whether the companys blockchain technology has core competitiveness in the industry.

How to go to the future of blockchain

Blockchain hotspots erupted on Monday, but fell in the next two trading days. How will the future develop?

In fact, when the concept of xiongan new area was put forward, most investors had already experienced this kind of speculation of fast money speculation. I hope you can treat this blockchain boom in A-share calmly and objectively. As time goes on, the real technology leaders and advantage layout enterprises in the concept of blockchain will emerge one after another, but it is not under the premise of skyrocketing. Yu Dongxu further explained.

Investors with high risk preference can continue to pay attention to the investment opportunities of the blockchain sector, but under the constraints of the above factors, it is difficult for the index volatility sector to have a general rise, which can be treated as a medium-level theme opportunity. Ma added at last.

Zhang Gang, an analyst at Zhongyuan securities, said that with the rapid cooling down of blockchain concept speculation and the decline of some white horse stocks after the release of the third quarter report, the stock indexes of the two cities continued to move down slightly on Wednesday, and the market temporarily lost the hot plate leading the rise.

Source: Qiao JunJing, editor in charge of surging news