The lifting of the ban of national milk tea has a market value of 8 billion

 The lifting of the ban of national milk tea has a market value of 8 billion

In terms of the market value of the lifting of the ban, according to the latest closing price, the market value of the seven shares was over 4 billion, the highest value of Xiangpiao was 7.927 billion, followed by Guangqi technology and aoshikang, which were 6.496 billion and 6.455 billion respectively, and the rest of haoma, Yuege, Zhaoyi innovation and Weil all exceeded 4 billion.

National milk tea has become the king of both market value and proportion since the ban was lifted. Since July, its share price has entered a downward channel, but surprisingly, the stock price unexpectedly rose and closed on Friday.

In addition, the military Bull Stock Guangqi technology also ushered in the lifting of the ban of 6.496 billion. From the beginning of July to the beginning of August, its stock price rose more than three times in a short month.

According to public information, the revenue of its metamaterials business accounted for more than 50% in the first quarter, which has become the core business of the company. At present, the production capacity of the subsidiary Guangqi tip in Shenzhen is 8000 kg / A. It is expected that the first phase of Shunde project will be officially put into operation in December, and the annual production capacity can reach 40000 kg / a after production.

In the near future, chaoguang materials has been continuously launched orders. On the evening of November 4, Guangqi technology announced that its subsidiary, Guangqi Qianfeng, received an order demand from customer a for the aviation structure products of metamaterials. Among them, the supply amount involved in the order demand of products with clear supply price in the early stage exceeded 1.2 billion yuan.

It is worth noting that the two 100 billion semiconductor leading stocks of Zhaoyi innovation and Weiwei Co., Ltd., which have been frequently reduced recently, have also been lifted, with the amount of more than 4 billion. The main purpose of Zhaoyi innovation is to issue additional shares to institutions, while Weil shares are equity incentive restricted shares.

According to the statistics, there are five stocks of which the number accounts for more than 50% of the total shares. They are Xiangpiao, haoma, aoshikang, Yuege and CHENFENG technology. Among them, the proportion of 2 shares released exceeded 80%, which were 84.59% for Xiangpiao and 82.27% for goodwife, followed by 73.06%, 69.62% and 66% for aoshikang, Yuege and CHENFENG technology, respectively.

Haomadame has just been listed for three years, and the proportion of shares lifted is more than 80%. This time, the shares are restricted for sale by the original shareholders. According to public information, the company has been engaged in the field of smart home represented by air drying for more than 20 years, and is a leading enterprise in the industry. Its products and services cover such fields as intelligent drying and intelligent security. According to its third quarter report, BEIXIANG capital has been increasing its holdings since the second quarter. In the third quarter, it increased its holdings by 1.31 million shares, accounting for 2.95% of the total circulating share capital, with a change ratio of 168%.

The proportion of aoshikangs lifting the ban reached 73%. It is a high-quality PCB supplier, deeply benefiting from communication and automotive applications.

According to the research report released by Southwest Securities Cai Xin on November 2, Lego shares has made outstanding performance thanks to the normalization of overseas home office and the rapid expansion of cross-border e-commerce export scale. The product structure continued to improve, and the gross profit margin increased as a whole. The scale effect of cost investment is obvious and the profitability is high. The cross-border e-commerce business has developed rapidly, and independent stations have achieved remarkable results.

Source of this article: Yang Bin, editor in charge of CFA_ NF4368