100 billion market value of the panel giant also rushed to limit, how to go after the market? This is how institutions see it

category:Finance
 100 billion market value of the panel giant also rushed to limit, how to go after the market? This is how institutions see it


In early trading today, the Shanghai stock index once surged to 3465 points, breaking the 3458.79 stage high left in July this year, setting a new high since February 2018.

Subsequently, the index fell. By the end of the day, the Shanghai Composite Index fell 0.07% to close at 3449 points; the Shenzhen Composite Index rose 0.22% to 13961 points; the gem index fell 0.57% to close at 2682 points. The net outflow of Shanghai Stock connect was 848 million and that of Shenzhen Stock connect was 3.177 billion.

For the future trend, Huang Yanming, director of Guotai Junan Research Institute, said at Guotai Junan 2021 annual investment strategy meeting on the 2nd, from now on to the first and second quarter of 2021, the Shanghai Composite Index will still maintain a horizontal fluctuation between 3100 and 3500 points. Even if it can cross 3500 points during this period, it is difficult to stand at 3500 points, and it is necessary to continue to return to this range to seek future breakthrough strength. The market pattern of horizontal volatility tests the ability of investors to choose the industry and individual stocks. Based on the two major driving forces of consumption and export, combined with the driving force of economic recovery and monetary tightening, three golden flowers are recommended: one is to change from infrastructure real estate cycle to global raw material cycle. The second is to shift from compulsory consumption to optional consumption. Third, science and technology need to focus on new energy and electronics.

Financial stocks continued to make efforts, and Guosheng Financial Holdings held 4 boards in 5 days

Today, some securities companies continued to strengthen. Guosheng financial holding, Hualin securities and Guolian securities successively closed their boards, while Huachuang Yangan, Great Wall Securities and Tianfeng securities rose more than 3%.

From November 26 to December 2, Guosheng financial holding was listed on the dragon and tiger list for five consecutive trading days. On December 1, two well-known hot money bought Guosheng financial holding in the position of buy one and buy two, with a total purchase amount of more than 120 million yuan.

Xiamen banks four days and three boards closed at 14.15 yuan per share, with a total market value of 37.3 billion yuan. It is worth noting that Xiamen bank has just been listed on the main board of Shanghai Stock Exchange on October 27 this year, with an offering price of 6.71 yuan per share. It opened on the first day of listing and fell to the next day. At present, it has increased by 110.88% compared with the issuance price. Under the general environment of breaking net of bank shares, the P / B ratio of Xiamen bank is 2.12, second only to Ningbo bank; the dynamic P / E ratio is 22.33, which is the highest among bank stocks in the market at present.

Northward capital flow back to technology stocks, two panel leaders rose sharply today

In addition to financial stocks, technology stocks have also begun to perform recently.

According to the latest shareholding record of northbound funds released by the Hong Kong Stock Exchange before trading on December 2, northbound funds began to flow back to technology stocks. In the first two trading days of this week, five of the top ten stocks with net purchase volume of northbound capital came from the electronic industry, namely BOE a, Sanan optoelectronics, Dongshan precision, Lingyi Zhizao and TCL technology.

Today, BOE A and TCL technology, the two leading panel companies with a market value of 100 billion yuan, have surged.

TCL technology rose and closed at 8.01 yuan per share, a record high, with a total market value of 112.4 billion yuan, a full day turnover rate of 6.84%, and a turnover of 6.719 billion yuan.

After hours data showed that the northward fund was in the position of buying and selling a seat, with 603 million yuan and 633 million yuan; one institution seat bought 202 million yuan and the other sold 88.92 million yuan. In addition, industrial securities Shaanxi Branch bought 402 million yuan.

From the news, the concept of mini led rose sharply today, mainly related to apple. It is reported that Apple will launch a number of new products based on mini LED screen in 2021. According to the latest supply chain news, Apple will officially launch the new iPad Pro based on mini LED screen in the first quarter of 2021, and then in the second quarter of next year, Apple will start mass production of new MacBook Pro based on mini LED screen.

Huajin securities emphasized the configuration opportunities of the panel industry in the investment strategy of the electronics industry in December. It said that the panel prices had risen for six consecutive months, among which the price rise of small-sized panel began to expand, mainly due to the continuous occupation of small-size production capacity by it panels, and the demand for small-sized products was increased due to the fact that smart phones tended to pull goods to low-end products. The performance of domestic panel leading manufacturers in the third quarter began to reflect the repair brought by the improvement of industry supply and demand, which is expected to further improve in the future.