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as the hottest huawei hisilicon concept stock at the moment, shenzhen huaqiang (000062)'s share price has skyrocketed, recording 16 boards in 17 days.

on the evening of september 8, shenzhen huaqiang once again issued a stock price change announcement, reiterating that the company's stock price had risen significantly in the short term, significantly deviating from the market trend, and there was a risk of overheated market sentiment. the company further stated that there were no major changes in the fundamentals and no major information that should be disclosed but was not disclosed.

shenzhen huaqiang's crazy trend began on august 15. from august 15 to august 28, the company hit 10 daily limits in a row; on august 29, it made a slight adjustment, with an increase of 3.81%; from august 30 to date, it continued to maintain its strength, hitting the daily limit for 6 consecutive days. in summary, in the past 17 trading days, shenzhen huaqiang has hit 16 daily limits, with a cumulative increase of 377%. the latest closing price was 41.55 yuan per share, with a market value of 43.458 billion yuan.

in terms of trading volume, shenzhen huaqiang has seen a significant increase in trading volume recently, topping the shanghai and shenzhen trading volume charts for many days. on september 6, the company's trading volume was 4.547 billion yuan, ranking first in the two markets, with a turnover rate of 10.73%.

after the surge, shenzhen huaqiang's price-earnings ratio and price-to-book ratio have significantly deviated from the average level of the wholesale industry in which the company is located. according to the data on the website of china securities index co., ltd., as of september 6, 2024, the static price-earnings ratio and price-to-book ratio of the wholesale industry were only 17.04 and 1.3 respectively, while shenzhen huaqiang's static price-earnings ratio was 92.99, about 5.5 times the industry average; the price-to-book ratio was 6.08, about 4.7 times the industry average.

according to the news, on september 9, huawei hisilicon will hold the 2024 hisilicon all-connect conference in shenzhen, which is also the first hisilicon all-connect conference. according to the conference agenda, hisilicon will release a series of new products during the conference, and will also hold the star flash summit, audio and video summit, hongmeng summit, white appliance summit, and channel partner conference.

influenced by the above news, shenzhen huaqiang, as one of hisilicon's main authorized agents, has instantly become more popular. since mid-august, questions about huawei hisilicon have frequently appeared on the company's investor interaction platform.

shenzhen huaqiang said that as hisilicon continues to launch new products, the company will increase its efforts in the research and development of application solutions for hisilicon products and promote the market expansion of hisilicon products. at the same time, the company revealed that it will participate in the hisilicon full connect conference and will specifically invite customers to participate in the conference in order to promote hisilicon products.

shenzhen huaqiang did not give a clear answer to the question of the proportion of hisilicon's agency revenue. it said that the company's sales revenue from acting as an agent for the original manufacturer's product line is affected by a combination of factors such as the progress of the original manufacturer's product research and development and launch, the market competitiveness of the products, and sales strategies. therefore, the proportion of the product line in the company's sales revenue will also change each year.

it is worth mentioning that shenzhen huaqiang also warned of risks in related businesses, saying that there is uncertainty in the promotion progress of hisilicon's new products and the impact on the company's performance remains to be seen.

from a fundamental perspective, shenzhen huaqiang mainly focuses on the electronic information industry chain, providing online and offline transactions, products, technology, information, data, and innovation and entrepreneurship support services to all links in the industry chain.

at present, the company has formed three major business segments: authorized distribution of electronic components, industrial internet of electronic components, and physical trading market for electronic components and electronic terminal products.

it is reported that the company ranks among the top in the industry in terms of the number of product lines authorized for distribution, and has established long-term friendly cooperative relations with more than 200 original manufacturers at home and abroad, including hisilicon.

in the first half of this year, shenzhen huaqiang electronic components authorized distribution business recorded revenue of 9.353 billion yuan, a year-on-year increase of 24.49%, accounting for 90.1% of total revenue.

however, affected by the deglobalization of the global semiconductor industry chain and the long-term inventory reduction in the electronic components industry, the long-tail spot procurement demand for electronic components continued to be sluggish, and shenzhen huaqiang's profitability declined. its net profit in the first half of the year was 177 million yuan, a year-on-year decrease of 33.81%.

in this round of shenzhen huaqiang's continuous limit-up, who is buying and who is selling?

wind data shows that from august 14 to august 23 and from august 23 to september 4, natural persons made net purchases of 100 million yuan and 56.55 million yuan respectively, while institutions made net sales of 77.3 million yuan and 114 million yuan respectively. among them, from august 23 to september 4, small and medium-sized investors made large net purchases of more than 1.6 billion yuan.

among them, on september 6, two institutional seats had a net sale of 116 million yuan in shenzhen huaqiang.