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「600293资金流向」不惧调整380只股逆市逞强(2015-01-20)


600293资金流向——000627天茂集团

  Editor’s note: yesterday, affected by the news of the CSRC’s rectification of the two financial markets, the Shanghai and Shenzhen stock markets plummeted, with the Shanghai Stock Index plummeting by 7.7%, the biggest one-day drop in more than six years, and the financial stocks such as securities companies and banks fell by the limit.In yesterday’s dismal market, 380 stocks still performed well and rose against the market.Analysts believe that the SFC’s rectification of the two financing businesses has released a signal that the management is cooling down the “bull market”.However, the medium-term upward trend of a shares has not changed yet.In addition, the huge amount of new share subscription funds this week are facing unfreezing, forming a certain support for the market.This callback is conducive to the stability of the market in the later period.
  By combing these 380 stocks, we can find that they have three characteristics: first, they are mainly concentrated in the growth defensive sectors such as computer, medicine, biology and media; second, the total market value is generally small; third, most of the stocks are expected to be happy in 2014 annual report.Therefore, this paper analyzes the above three characteristics for investors’ reference.

  Computer, medicine, biology and media led the rise
  Yesterday, the atmosphere of market crash was strong, and the stock indexes of Shanghai and Shenzhen stock markets are now significantly lower.As of the close, only 380 stocks rose.In terms of the proportion of rising stocks in the industry, the computer, pharmaceutical, biological and media sectors ranked in the top three of Shenyi class industries.

600293资金流向——基金入门

  Among them, 43 stocks in the computer industry rose, accounting for 32.82% of the constituent stocks in the industry, ranking first.The stocks with an increase of more than 6% are Yi Lianzhong, Inspur information, new century, Jiuqi software, jingtianli and lisichen.Huachuang Securities believes that due to the adjustment of the computer sector for a period of time, and the blue chip market after a round of rise, there is a demand for market funds to look for the seesaw effect.

  Yesterday, 61 stocks in the pharmaceutical and biological industry rose, accounting for 32.45% of the constituent stocks in the industry, ranking second.More than 6% of the shares are Shu Tai Shen, wo Hua medicine, Dean’s diagnosis, Peking University medicine, Guan Hao bio, Rui Kang medicine, essence pharmaceuticals, Jia Shi Tang, Han Yu pharmaceutical.民族证券认为,随着蓝筹股估值的提升,部分成长性较好、估值较低的医药白马股进入较好的投资区间。
  昨日,传媒行业共有19只个股上涨,占行业成份股的30.65%,排名第三。涨幅超过6%的个股有上上宝、中青宝和腾信。渤海证券认为,当前市场将以震荡盘整为主要趋势,传媒业短期内难以有整体表现。投资者可以利用跷跷板效应继续逢低买入,介入价值相对较低的龙头股,从而赢得阶段性反弹。

600293资金流向——博创科技股份有限公司

  总市值低于50亿元的个股表现活跃
  从昨日上涨的380只个股总市值来看,百亿元以上的个股有77只,50亿元至100亿元的个股有120只,50亿元以下的个股有183只。可见,在大盘蓝筹股调整的情况下,中小盘股明显受到投资者追捧。

  在总市值低于50亿元的183只个股中,有9只个股上涨,其中包括云逸电气、如意集团、广博、王子新材、金盾、长春易东、明佳科技、中国矿业资源、东方电缆等。其中,广博、太子新材、金盾、长春一东、明佳科技的总市值为20亿元至30亿元,云逸电气、如意集团、东方电缆的总市值为20亿元至30亿元

600293资金流向——保证金交易

  在30亿元至40亿元之间,仅中国矿产资源总市值就超过40亿元,达到41.08亿元。这9个存量行业分别属于汽车、商贸、轻工制造、机械设备、电气设备和矿业。
  此外,上述183只个股的资金净流入达到10.37亿元,其中34只个股的资金净流入超过1000万元。资金净流入金额排名前十位的个股分别是:云益电气(4562.55万元)、海鸥洁具(4284.14万元)、北方股份(4231.06万元)、东源电气(3923.62万元)、如意集团(3327.7万元)、东方电缆(3229.1万元)、科隆京华(3055.12万元),金盾股份(2922.51万元)、长春一东(2342.35万元)、万豪万佳(2310.41万元)

  截至昨日,涨幅第一的云意电气受到机构关注,6个月以内共有10家机构对云意电气的2014年业绩进行预测,预测2014年每股收益为0.58元,预测2014年净利润为1.17亿元,较去年同比增长24.9%。

  对于昨日行情表现,市场人士认为,短期来看,权重股的集体下挫为中小盘题材股的活跃提供了契机,投资者可以趁机布局前期调整到位、估值合理的题材股。
  逾六成个股业绩预喜

  从昨日股价上涨的380家公司来看,有110家公司公布了2014年年度业绩预告,69家公司业绩预喜,占公布2014年年度业绩预告的62.73%。 在69只业绩预喜股中,昨日涨幅超过5%的个股有如意集团(10.01%)、金盾股份(10%)、中矿资源(9.99%)、隆基机械(7.12%)、海鸥卫浴(5.28%)、科隆精化(5.23%)、宁波精达(5.13%)、浩宁达(5.01%).
  值得一提的是,如意集团公告称,公司2014年归属于上市公司股东的净利润比上年同期上升515%至565%(约541%).

  长江证券认为,如意集团区位优势明显,有望成为专业的化工大型商业企业。 宁波港是国内大宗商品的重要港口,主要处理集装箱、矿石、原油、煤炭、液体化工产品等货物装卸,区域内交通、物流、仓储和电商业务发达;随着“一带一路”国家战略的提出,宁波港将进一步扩展自身优势,同时,周边化工产品下游较为集中,有利于公司开展期现结合业务。 预计公司2014年至2015年每股收益1.16元、1.80元,公司商业模式鲜明,随着未来期货品种逐步完善,公司有望借助金融工具完善大宗商品产业链,继续推荐。

600293资金流向

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