2 is over. This is the first month after the Spring Festival. How is the performance of A shares 2? From the index point of view, the difference is quite big. The Shanghai Composite Index html rose by 3% in December, which is not bad. The Shenzhen Component Index rose slightly by 0.96%, and the GEM Index fell by 0.95%. This shows that the Shanghai stock market is stronger than the Shenzhen stock market.
Which A-share stocks saw the biggest gains in February? What's the reason for the rise? What field does it belong to? This article will do an analysis. The largest increase in February was Hefu China, with an increase of 157%. The tenth increase was Ningbo Construction Engineering , with an increase of 81%.
1. The first gainer in February: Hefu China rose 157%
Hefu China was the second-largest stock listed on Shanghai Stock Exchange on February 16. It has hit the daily limit for 9 consecutive times. The company is a pharmaceutical commercial enterprise and its main business is It is the intensive business of in vitro diagnostic products, medical product circulation and other value-added services.
The stock price of new stocks will generally rise after listing, but those with the following three characteristics are particularly likely to rise sharply. The first is that the absolute value of the issuing stock price is low; the second is that the price-to-earnings ratio of the listing is low; and the third is that the circulating market is relatively small.
Hefu China has all the above three characteristics. First, the listing price is only 4.19 yuan/share, which is low enough in absolute terms. It has been at the daily limit for 9 consecutive times, and the current stock price is only 12.9 yuan/share; secondly, the listing issuance rate is 23 times, which is the upper limit specified. The current dynamic price-to-earnings ratio is only 72 times. Finally, there are only 99.51 million shares in circulation. According to the issuance price of 4.19 yuan/share at that time, the circulation of and at that time was only 420 million. Now it has more than doubled, and the circulation is only 1.3 billion yuan.
New stocks with the above three characteristics are easy to be speculated. For example, Huitong Group, which was listed on December 31 last year, also met these three characteristics at the time. After listing, it hit the daily limit for 17 consecutive times and the issue price was only 1.7 yuan/share. Later, the stock price rose to a maximum of 16 yuan/share, an increase of more than 8 times.
2, the second highest gainer in February: Yimikang increased by 156%
Yimikang’s stock price started to rise on February 18, with 4 consecutive daily limits. Since it is GEM stock , the increase limit is 20%. So it rose very quickly, but before that the stock price had been trading sideways for 4 years.
The sudden rise in stock price is related to the "Eastern Digital and Western Counting" project. The company's main business is to provide full life cycle overall solutions and services for digital physical foundations such as cloud computing and data centers. So there are the concepts of cloud computing , big data and data center. The company itself is located in Chengdu, Sichuan, and the core of the "East to West" project is to establish operations in Beijing-Tianjin-Hebei, Yangtze River Delta , Guangdong-Hong Kong-Macao Greater Bay Area , Chengyu , Inner Mongolia, Guizhou, Gansu, Ningxia Eight other places have started to build national computing power hub nodes, and 10 national data center clusters have been planned.
3, the third highest increase in February: Zhizhen Technology increased by 114%
Zhizhen Technology’s stock price started to rise on February 18, and has reached the daily limit for 7 consecutive times. The company is engaged in software development and also has a data center. concept. It has something to do with "counting from the east to the west". A letter of concern has been issued by the exchange, requesting clarification on whether there is any undisclosed information that should be disclosed.
4, the first gainer in February: Guangdong Feed rose 111%
Guangdong Feed is the second new stock listed on February 16. The company is mainly engaged in the research and development, production and sales of aquatic feed, and sells shrimp feed, seawater fish feed, etc. Mainly special aquatic feed. The listing price of
is 5.38 yuan per share, with a price-earnings ratio of 23 times and 100 million shares in circulation. This new stock also meets the three characteristics of being easy to speculate. The current situation of continuous daily limit has ended, and the price has shifted from the daily limit to to the lower limit of .
5, the fifth highest increase in February: Meiliyun increased by 103%
Meiliyun’s stock price also suddenly rose from February 18, and has now reached the daily limit for 7 consecutive times. The company mainly produces cultural paper and The production and sales of colored paper contribute more than 80% of the revenue, and there is also the cloud segment, accounting for about 12%, and the photovoltaic power generation business, which accounts for about 3%.
Therefore, although it is a traditional paper company, it has developed technology businesses such as cloud sector and photovoltaic power generation, including photovoltaic concepts, cloud computing and data center concepts.
6, the sixth highest increase in February: Hangzhou gardens rose by 91%
The company's main products and services are municipal public garden design, leisure and vacation garden design, ecological wetland garden design, real estate landscape garden design, and EPC projects. The company's industry belongs to the infrastructure construction of the construction and decoration industry. The stock price of
company suddenly rose to the limit on February 15th. The reason may be common prosperity. The company is located in Hangzhou, and Zhejiang is a common prosperity demonstration zone. Hangzhou is the provincial capital of Zhejiang, so companies that "decorate" the city will naturally benefit. of.
7, the seventh gainer in February: Jixiang Shares rose 88%
Jixiang Shares’ share price began to rise after New Year’s Day. The company’s main business is the production, processing and sales of molybdenum charge. It belongs to the small metal industry in non-ferrous metals .
The small metal sector started to rise sharply on February 7, but the stock price of Jixiang shares started on January 4, so the reason for the rise in its stock price is not entirely due to the rise in the small metal industry, but because On January 6, the board of directors approved the proposal to acquire 100% equity of Hunan Yongshan Lithium Co., Ltd. Therefore, the rise in its stock price is the concept of "lithium is everywhere in A-shares" + small metals.
8, the eighth gainer in February: China Mining Resources’ increase is more than 84%
China Mining Resources’ share price started from the daily limit on February 9, and the reason was also small metals. The company’s main business is rare light metals raw materials R&D, production and sales of lithium salt , cesium salt and rubidium salt products. Belongs to the field of small metals. On February 9, the company announced that would acquire the equity of Zimbabwe Bikita lithium mine . This is why its stock price is rising.
9, the ninth highest gainer in February: Jialitu rose by 82%
Jialitu’s stock price started on February 18. The company’s main business is the research and development of precision environmental control technology such as data computer rooms. Its main products are precision Air conditioning, chiller . It is also the concept of having data centers and cloud computing. The recent surge in the company's stock price is related to the concept of "counting things in the past and calculating things in the west".
10, No. 10 gainer in February: Ningbo Construction Engineering rose 81%
Ningbo Construction Engineering’s stock price has been on the daily limit for 7 consecutive times since February 16, and the stock price has directly doubled. Now it has fallen on the limit for two consecutive times from the high point.
The company's main products are housing construction projects. There are many reasons for the recent surge in the stock price of Ningbo Construction Engineering, because it has multiple concepts, and these concepts have risen alternately recently. Ningbo Construction Engineering has prefabricated buildings , Hangzhou Asian Games , large Data, cloud computing, data center and other concepts. These concept sectors have all risen alternately recently.
Summary: The top ten A-share stocks in February mainly come from two sectors, "East Number West" and "Small Metal". These two sectors are the most sought after by funds and are the most popular sectors in February. Now there are signs of peaking.