2022 is already halfway over, and the overall performance of A shares in the first half of the year is still very good in the global market. Shanghai Composite Index closed down nearly 7%, GEM closed down nearly 16%, leaving a deep V. Judging from the market-wide median , the decline is about 10%. It is still difficult to make money in the first half of the year.
Even so, there were many monster stocks in the market in the first half of the year, such as China Pharmaceuticals , Xinhua Pharmaceuticals , Teli A, Zhongtong Bus, etc. There are also many stocks that have increased by more than 100% during the year, 24 in total. Today, aside from new stocks, let’s take a closer look at the 10 companies with the largest A-share gains in the first half of this year to see what characteristics they have and how they can contribute some stock selection ideas for the second half of the year. They are worth paying attention to!
1, Zhejiang Construction Investment
Zhejiang Construction Investment ranked first, with a cumulative increase of 305.98% in the first half of the year, leading the infrastructure stocks. There are three waves of market conditions, and each time there will be at least 4 daily limits. Moreover, Zhejiang Construction Investment has been quite interesting recently. It has been trading sideways. I wonder if it is planning a fourth wave of market trends. If so, I feel that Zhejiang Construction Investment may become the first ten-fold stock this year.
2, Jixiang Shares
Jixiang Shares ranked second, with an increase of 278.52% in the first half of the year. Jixiang shares are mainly based on the concept of lithium mine , which is why it has risen so much. The latest market value is 13 billion yuan, and it may rise in the future.
3, Zhongtong Bus
The third place is Zhongtong Bus, with an increase of 276.01%. We are all familiar with this. Currently, is still suspending trading of . This is mainly due to the good news from the automobile sector, and it has risen together with the sector to become the overall leader in the market.
4, Shanghai Yizhong-U
Shanghai Yizhong increased by 259.29% in the first half of the year, ranking fourth. Science and technology innovation stocks, the company's main business involves polymer materials, pharmaceutical preparations, and biology.
5 and ST Shida
are the only ST stocks among the top ten, with an increase of 238.77% in the first half of the year. ST Shida's original main business was mobile communications and the Internet of Things. In the first half of the year, there were dozens of consecutive daily limit increases and four trading suspensions. The main reason for the company's continuous daily limit is the expectation of a reversal of difficulties and the logic of benefiting from transformation.
6, Junting Hotel
are new stocks on the GEM. They were listed at the end of last year, and their stock prices have been rising since the beginning of this year. You can tell from the name what this company does, and its main business is the hotel business. The stock price has increased by 177.24% this year. The company has also enjoyed a surge thanks to the recent recovery in the tourism and hotel sector.
7, Hainan Automobile Group
Hainan Automobile Group’s rise is mainly due to the stimulation of good news and the infusion of duty-free business. It turns out that Haiqi Group's main business is passenger car transportation services. Now that it has injected duty-free business, not only is the valuation level expected to improve, but the future development space will be greater, so the imagination of performance will be greater. Hainan Automobile Group has increased by 170.22% this year. Although fell to the limit of yesterday, I personally feel that it is not over yet.
8, Shanmei International
Shanmei International is a company that superimposes two concepts, one is coal and the other is HJT battery. Coal was the sector with the largest increase in the A-share market in the first half of this year, so the rise of Shanxi Coal International was expected. However, because the company also has the concept of photovoltaic HJT cells, the increase in this round of rebound is relatively large, with an increase of 151.42% in the first half of the year.
9, Zhejiang Shibao
Zhejiang Shibao can be regarded as the product of speculation in demon stocks. It mainly speculates on auto parts, with an increase of 146.2% in the first half of the year.
10, CCCC Real Estate
is somewhat similar to Zhejiang Construction Investment. When infrastructure real estate was hyped in March and April, the stock price rose sharply, with a cumulative increase of 145% in the first half of the year.
The above are the 10 companies with the largest gains in A-shares in the first half of the year. You can see that there are companies in various sectors.But if there is anything in common, I think the most obvious point is that they are all the leading stocks at a certain stage, and most of them are driven by emotions. For example, Zhejiang Construction Investment, China Communications Real Estate, Zhongtong Bus, Zhejiang Shibao, etc. were all leaders in the main line of the market at that time.
This also provides an idea. If a certain main line sector of the market starts to come out, you can keep an eye on the leading stocks. Even if it is halfway through, the gains behind it will be greater. The most important thing is to see which one is the leader. Generally speaking, the leader always emerges from the differences. It is often difficult for those who keep eating alone all the way to become the leader.
The above are only personal opinions and do not constitute any investment advice!
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