From the same stock, someone made a lot of money in just one month, as if he was the most powerful stock god. Some people "harvest" more losses than a daily limit in one day - the retail investors who bought Fangda Carbon in early trading today were treated like leeks again.

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For the same stock, some people made a lot of money in just one month, as if they were the most powerful stock gods; some people "reaped" more losses than a daily limit in one day - bought in early trading today The retail investors of Fangda Tansu were once again harvested like leeks.

Fangda Carbon staged the "Symphony of Ice and Fire" today

In just 29 trading days from June 23 to August 4, the market value of Fangda Carbon increased from 20.4 billion to 56.8 billion. It can be said that Fangda Carbon has achieved its greatest success in the past month. The strongest “demon stock” in the A-share market. But just today, the stock suddenly plunged in the afternoon, with the stock price rising by nearly 9% to falling rapidly. As of the close, it fell by more than 7%. The full-day turnover reached 10.26 billion yuan, and the turnover rate was as high as 17.36%.

Today’s surge and fall created a huge long upper shadow line. In addition, the company’s stock price and related indicators are currently at historical highs. The risks of chasing higher may outweigh the benefits. This has undoubtedly sounded the alarm for investors. Data shows that the current situation is The static price-to-earnings ratio of Datansu is more than 45 times higher than that of peers Baotailong and Shanxi Coking.

Let’s analyze the logic of this rise in Fangda Carbon’s stock price. The announcement shows that the company is mainly engaged in the production and sales of graphite electrodes and carbon products. Previously, due to the impact of environmental protection policies and the elimination of backward production capacity, supply has decreased. At the same time, the increase in steelmaking demand has led to an increase in the demand for graphite electrodes used in steelmaking. Graphite electrode products Prices move higher.

The rise in the price of Fangda Carbon's graphite electrode products has led to an increase in the company's operating income, and the corresponding profit level has further increased, thus driving up the stock price.

Times Jun checked the announcement and found that since this year, the price of Fangda carbon graphite electrode products has increased from about 36,000 yuan/ton in June to 78,000 yuan/ton in July, which has more than doubled. However, the current price increase of graphite electrodes is only Short-term market behavior does not represent the long-term level of market prices and is difficult to sustain.

Private Equity Factory Vulture Phase 1 Fund Manager Wang Daixin believes that it is difficult to maintain a stock price that has more than tripled due to the temporary price rise of a product. The sharp drop in late trading today is likely to be due to some profit-taking liquidations.

After-hours dragon and tiger list data shows that there are many first-line hot money figures in Fangda Carbon’s trading seats. Zheshang Securities Shaoxing Jiefang North Road Securities Sales Department became the seat with the largest purchase amount today, with a purchase amount of 143 million yuan, followed by China China Investment Securities Guangzhou Tiyu East Road Securities Sales Department, with a purchase amount of 120 million yuan. In addition Special seats for Shanghai Stock Connect also appeared in the buying seats, with a buying amount of 99.38 million yuan. Among the sold seats, China Investment Corporation Jining Huancheng West Road Securities Sales Department sold the largest amount of 223 million yuan, accounting for 2.17% of the total transaction ratio. In addition, the sales amounts of China Galaxy Securities Beijing Fucheng Road Securities Sales Department, Huafu Securities Quanzhou Fengze Street Securities Sales Department, Guolian Securities Wuxi Wuai North Road Securities Sales Department, and Haitong Securities Hangzhou Jiefang Road Securities Sales Department were respectively 147 million yuan, 104 million yuan, 100 million yuan, 98.8 million yuan.

In fact, as early as July 26, Fangda Carbon’s daily K-line closed with a long upper shadow line, and the stock price fell after rising, indicating that profitable funds had fled. Public trading information shows that starting from July 25, the early main CITIC Securities Shanghai Huaihai Middle Road seats showed signs of shipment. CITIC Securities Shanghai Huaihai Middle Road seats and CIC Securities Jining Huancheng West Road seats were also sold at a large price of 1.83 100 million and 150 million yuan, Everbright Securities Shenzhen Jintian Road seats were bought and sold at the same time for 122 million yuan.

Wind data shows that on August 3, despite the rise in stock prices, main funds have begun to withdraw, with a net outflow of 712 million yuan that day; on August 4, the net outflow of main funds further increased, reaching 941 million yuan, which was nearly a highest level since last month.

Fangda Carbon’s biggest winner

There are various signs that the main players have begun to take profits. No matter what the stock price trend will be in the later period, even if the closing price drops by more than 7% today, the employees with the largest book profits will still be the employees of Fangda Carbon Company.