Author: Databao Liang Qiangang
New energy themes are running wild collectively, and the leading electronics industry has suffered a massive withdrawal of funds.
The GEM index rose 2.27%, and the latest index hit a five-year high. GEM's No. 1 stock in terms of market value, CATL, surged 4.27%, with its latest market value returning to 950 billion yuan. Mindray Medical, the second largest medical device company by market value, rose 4.66%, with a record closing price, with a latest market value of 581.3 billion yuan; Aier Ophthalmology, the fifth company by market value, rose 6.9%, with a market value exceeding 330 billion yuan.
Ten billion-level new energy fund was established
Concept leaders collectively surged
New energy themes broke out today, which was the main driving force for the stock index's surge. The polysilicon index soared 4.29%, with Tongwei shares and Longi shares rising by 5.86% and 3.78% respectively. simultaneously hit a record high ; the lithium battery sector exceeded the 10-stock daily limit, Sinomach Automobile and Shengxin Lithium energy, Desai Battery , Sichuan Power , etc. hit the daily limit. Leaders Ganfeng Lithium Industry and 00 million Wei Lithium Energy rose by 9.19% and 4.68% respectively; photovoltaic concept stocks Jinbo Shares, Jinggong Technology, On-machine numerical control hit the daily limit, and Sungrow Power hit 100 yuan for the first time in the session. New energy vehicle concept companies such as Changhua Co., Ltd., Shida Shenghua Co., Ltd., and Xiaokang Co., Ltd. all rose by the limit. The leading companies BYD Co., Ltd. and Changan Automobile Co., Ltd. both rose by more than 3%.
html On November 22, a partnership agreement for the Guoneng New Energy Industry Investment Fund jointly initiated by National Energy Group , China Guoxin and China Eastern was signed in Beijing. The overall scale of the fund is 10.02 billion yuan. 's main investment directions are wind power, photovoltaic industries, and new technology projects in emerging industries such as hydrogen energy, energy storage, and comprehensive smart energy. Whether it is photovoltaics or new energy vehicles, they are important directions for the development of my country's new energy field. As early as November last year, the "New Energy Vehicle Industry Development Plan (2021-2035)" was officially released, drawing a grand blueprint for the industry. In the past few years, my country's new energy vehicle industry has developed rapidly. It is reported that in 2019, China's new energy vehicle production and sales exceeded 1.2 million units, accounting for more than 50% of the global share, ranking first in the world. The scale of power battery production and sales ranks first in the world, and its technology has reached the world's advanced level.
List of leading new energy themes with high growth
In the past year, the A-share market has been constantly hyping up the five popular new energy themes, including photovoltaics, lithium batteries, charging piles, new energy vehicles, and polysilicon , and a large amount of money has poured into these theme leaders. data treasure statistics show that there are 704 stocks in these five major new energy themes, and the total A-share market value exceeds 12 trillion, of which 18 stocks have a market value of more than 100 billion. Since 2020, 100 stocks have doubled their cumulative gains. Today, 15 new energy themed stocks have hit historical highs, such as Rongbai Technology, Jinlang Technology, Mingyang Intelligence, Shangyi CNC, Tuopu Group , etc.
Among the many new energy theme stocks, how to distinguish the leading ones is more critical. Judging from the performance in the first year, stocks with large market capitalization and a large number of institutions are more likely to be favored by funds. Based on data such as market value, capital positions in Beijing and stock price performance, Databao has screened out 50 leading stocks among the five popular topics of new energy for readers' reference. data shows that the A-share market value of the 50 shortlisted leading new energy stocks totals 6.1 trillion yuan, and the market value of the positions held by Beijing Capital exceeds 310 billion yuan.
Judging from the published performance forecasts, the net profits of Tianci Materials, Dangsheng Technology , Yahua Group, BYD , and Flat are expected to double last year. So which new energy theme leader is the most interesting in 2021? According to the consensus forecast data of more than 5 institutions, data treasure found that the net profit of 42 stocks this year is expected to increase by more than 20% year-on-year, accounting for 84%. The one with the highest pre-increase in is Joyson Electronics . Institutions unanimously predict that its net profit this year will be 1.233 billion yuan, a year-on-year increase of more than 8 times.
The main funds are rushing to raise funds for the pharmaceutical sector.
The electronic leader has been significantly withdrawn.
Judging from the dynamics of the main funds in the past five days, only the two major industries of pharmaceutical biology and electrical equipment have a net inflow of main funds. Among them, the pharmaceutical and biological industry has a net inflow of 15.69 Billion yuan is the highest .The pharmaceutical sector has continued to surge recently, and pharmaceutical stocks related to nucleic acid testing, in vitro diagnostics, and CRO have been highly sought after by funds. Shuo Shi Bio, Dean Diagnostics , Kaipu Bio, Leadman , Mingde Bio, and Jin Domain Medicine and other stocks rose by more than 20% in two trading days. The net outflows of
electronics and non-bank financial industries both exceeded 20 billion yuan. The electronics industry ranked first with a net outflow of 23.85 billion yuan. The net outflows of leading main funds in the industry, such as SMIC, Dongshan Precision, Lens Technology, Goertek, GigaDevice, and Changdian Technology, exceeded 1 billion yuan. Food and beverage, automobiles, machinery and equipment, computers, communications and other industries have also seen large-scale outflows of major funds.
Which stocks have the main funds been raising in the past five days? Data shows that companies with a net inflow of more than 1 billion yuan this week include Huayou Cobalt, Ping An Bank, Hikvision, and TBEA. Huayou Cobalt ranked first with a net inflow of 1.25 billion yuan. The stock rose 6.68% today, hitting a record high during the session, with the latest market value approaching 110 billion yuan. Among the top 20 stocks with net inflows, the average increase this week was 14.94%. Among them, 5 stocks including North fang Rare Earth, WuXi AppTec, TBEA, Shengxin Lithium Energy, 00 million Wei Lithium Energy had a cumulative increase of more than 20%.
Statement: All information content on Databao does not constitute investment advice. There are risks in the stock market, so investment needs to be cautious.
data treasure
data treasure (shujubao2015): Securities Times intelligent original new media.
