2024-09-29
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jimu news reporter lu shaofeng
guan guan was sad and broke through in one fell swoop. just when the a-share shanghai composite index unilaterally bottomed out from the year's high of 3174 points to 2680 points, making everyone a little anxious, it made a big reversal with lightning speed, starting an "epic level" a strong rebound week. the shanghai composite, shenzhen composite index and gem have set multiple historical records with weekly gains of 12.81%, 17.83% and 22.71% respectively.
to review the prosperous week for investors, we have to mention the important meeting held by the political bureau of the cpc central committee on september 26. the meeting emphasized that efforts should be made to boost the capital market, vigorously guide medium and long-term funds to enter the market, and open up the blocking points for social security, insurance, financial management and other funds to enter the market. it is necessary to support mergers, acquisitions and reorganizations of listed companies, steadily promote the reform of public funds, and study and introduce policies and measures to protect small and medium-sized investors. this is the second time after the political bureau meeting on july 30 that the capital market was highlighted.
in order to implement the spirit of the meeting, a number of major policy "combinations" were launched successively, such as lowering reserve requirements and interest rates, lowering existing mortgage interest rates and down payment ratios, and promoting mergers and acquisitions and restructuring, which completely ignited the wait-and-see market sentiment. topics such as "stock investors want a-shares to work overtime during the national day", "shanghai stock exchange is so popular that it 'crash'", "there is a flood of account openings and there is no end to them", "bloggers post screenshots of hotel upgrades after the stock market surges", etc. being on the hot search list shows the market’s unanimous bullish sentiment.
real numbers are the best convincing. faced with this fierce rebound and even market reversal, how should investors grasp the market outlook? combining the spirit of relevant meetings and recent market trends, jimu news reporters sorted out three "hidden lines" to share with investors, hoping to be helpful to your investment. it should be noted that the reason why it is called a "hidden line" is not an explicit industry sector or concept sector, but a significant feature or "plus item" that runs through the recent trend.
support mergers, acquisitions and restructuring of listed companies
on september 24, after the china securities regulatory commission issued the "opinions on deepening the market reform of mergers, acquisitions and reorganizations of listed companies" (referred to as the "six articles on mergers, acquisitions and reorganizations" in the market), many companies released merger and acquisition plans, and enthusiasm for mergers and acquisitions increased significantly.
the political bureau meeting of the cpc central committee held on september 26 clearly stated that "efforts must be made to boost the capital market and vigorously guide medium and long-term funds to enter the market" and "we must support the mergers and acquisitions and reorganizations of listed companies and steadily promote the reform of public funds."
market participants believe that under the background of strict ipo entry barriers, mergers, acquisitions and reorganization will become an important way for high-quality development of the capital market in the future. it is foreseeable that with the further acceleration of the implementation of the "six rules on m&a and reorganization", the market vitality and efficiency of m&a and reorganization will be significantly improved, which will help meet the needs of the capital market to serve the transformation and upgrading of entity enterprises, and help listed companies improve their quality and investment value. .
flush shows that there are 147 constituent stocks in mergers and acquisitions, and more than 120 stocks have gained more than 10% in the past 20 days. among them, yinzhijie ranked first with an increase of 244.77% on the 20th, followed by shuangcheng pharmaceutical with a 193.87% increase. hanjia design and huijin technology also increased by more than 100% on the 20th.
top 10 gainers in m&a and restructuring on the 20th
it is worth noting that whether it is m&a capabilities or m&a motivation, central and state-owned enterprises are the absolute main force in current m&a and reorganization. therefore, the second hidden line requires attention to the reform of state-owned enterprises.
reform state-owned enterprises to make them bigger and stronger
the importance of state-owned enterprise reform is self-evident. state-owned enterprises are an important material and political foundation for socialism with chinese characteristics and the "backbone" of the socialist economy with chinese characteristics. "being confident, making state-owned enterprises stronger, better, and bigger" has become a broad consensus in the whole society.
flush shows that there are 1,396 constituent stocks in the state-owned enterprise reform. judging from the trend on friday, there were only 40 green stocks, and as many as 80 stocks with gains of more than 9%. judging from the increase on the 20th, lingnan shares topped the list with an increase of 124.27%, followed by baobian electric with 112.85%. hisinen energy, baota industrial, tianfeng securities, and yatai group increased by more than 50% in 20 days. there are a lot of them, showing the capital market's high attention and strong confidence in the reform of state-owned enterprises.
the top 20 gains in state-owned enterprise reform on the 20th
it is worth noting that the reform of state-owned enterprises covers almost all industries. judging from the recent trend, stock investors may wish to pay more attention to industry sectors such as real estate, finance, and large consumption, and use "state-owned enterprise reform" or "local state-owned enterprise reform" as a stock selection standards.
destruction and low prices also have spring
judging from past experience, there is a saying among veteran investors: in the early stages of a big market, stocks that have lost net worth and low-priced stocks are generally eliminated first.
the so-called net loss means that the stock price falls below the company's net asset value per share. since the shanghai composite index started to adjust from 3174 points on may 20 this year, the number of net-breaking stocks has also increased. tonghuashun ifind data shows that on may 20, the number of a-share stocks that broke the net price was 472, accounting for less than 10%. but on september 24, a total of 738 stocks among the 5,360 a-share stocks broke the net, accounting for 13.76%.
just when everyone was worried about the trend of net-breaking stocks, a document became the guiding light for the market to dig into this sector. on september 24, the china securities regulatory commission issued the "guidelines for the supervision of listed companies no. 10 - market value management (draft for comments)" (hereinafter referred to as the "guidelines"). the "guidelines" have made special requirements for major index component companies to disclose market value management systems, and long-term net-breaking companies to disclose valuation improvement plans. a-share market value management has officially entered a new stage of policy support and standardized development.
jimu news reporters found that long-term net-breaking stocks are mainly concentrated in cyclical industries such as finance, real estate, chemicals, and steel. judging from this round of rebound, the two industries of big finance and big real estate undoubtedly play the role of "vanguard". it is not an exaggeration to say that they are the first to carry the banner of rebound. at the close of trading on friday, the reporter used flush's incomplete statistics and found that there were 565 constituent stocks that "broke the net", and there were more than 20 stocks that had reached their daily limit that day. among them, more than 20 stocks such as zhongnan shares, sunshine shares, financial street, and minmetals capital have achieved continuous trading. zhongnan shares has recorded five consecutive listings, sunshine shares and minmetals capital have achieved four consecutive listings, and financial street, hefei urban construction, and meimetals capital have achieved continuous trading. chiron and others have achieved three consecutive successes, and there are many others who have achieved two consecutive successes.
judging from the statistics of the increase on the 5th, zhongnan co., ltd. (steel) ranked first with an increase of 62.15%, followed by hefei urban construction (real estate) with an increase of 50%, shangpin home delivery, sunshine co., ltd., ningxin new materials, wu mining capital, macalline, financial street, avic industrial finance, etc. also saw gains of more than 40% on the 5th.
ranking of cumulative gains of some net-breaking stocks in the past 5 days
analysts pointed out that the central bank launched structural monetary policy tools aimed at providing liquidity support to specific industries and fields, which helped improve funding and market sentiment. in the context of gradual recovery of market information and improvement in liquidity, net-breaking stocks may become more favored by investors due to their valuation flexibility. inspired by this, stock investors may wish to pay more attention to those net-breaking stocks with policy implementation, performance improvement expectations, and obvious capital involvement, as well as low-priced stocks with low prices, low valuations. this will also help avoid the risk of blindly chasing high prices in a moment of enthusiasm.
(source: jimu news)
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