On December 28, Myway shares (300751)** closed at 12835 yuan shares, the day achieved a 20cm limit, and the turnover rate reached 3 throughout the day71%, with a turnover of 800 million yuan. According to the data of the Dragon and Tiger List, the company's top five seats totaled 19.6 billion yuan, accounting for 2295%。
Many ** new entrants and increased positions
Myway Co., Ltd. is a leading solar cell screen printing equipment in China, mainly engaged in complete sets of solar cell screen printing production line equipment, including core equipment, automatic solar cell screen printing machine, automatic loading machine, infrared drying oven and other production line supporting equipment.
On the interactive platform, Maiwei said: "At present, in the field of semiconductor equipment, the company has taken the lead in realizing the localization of semiconductor wafer laser grooving and other equipment, and focuses on semiconductor pan-cutting, 25D, 3D advanced packaging, providing overall solutions for packaging processes. ”
According to ifind's institutional position data as of September 30 this year, there are 10 stocks that are heavily positioned. Among them, Shenwan Lingxin New Economy Mix, Shenwan Lingxin New Energy Vehicle Theme Flexible Allocation Mix, CCB Small and Mid Cap Pioneer **A, CCB Preferred Growth Mix A, E Fund Value Growth Mix, Xingquan Select Mix, and CCB Optimal Allocation Mix A are seven new holdings. In addition, China Life Security Growth Preferred A, Caitong Asset Management Elite Growth Mix A, and Guofu Potential Portfolio Mix A have increased their holdings of Myway shares when they have already held positions.
Ni Zhengyang, an analyst at Huatai, said: "Maiwei Co., Ltd. has laid out wafer laser transformation and cutting equipment, wafer laser slotting equipment, and wafer grinding equipment in the semiconductor field. With the recovery of the global semiconductor boom and the promotion of domestic substitution in the field of domestic advanced packaging, the advanced packaging field of Myway is expected to become an important new growth point for the company together with the new display. ”
The well-known tour capital is 38.52 million yuan
According to the data of the Dragon and Tiger List, the company's sales department seats on the list on the 28th were traded for 3 throughout the day1.5 billion yuan, accounting for more than 30% of the total turnover on the day. Among them, the **amount is 19.6 billion yuan, with a selling amount of 11.4 billion yuan, with a total net ** capital of about 82 million yuan.
Specifically, agency **289750,000 yuan, sold 1693340,000 yuan, a total net sale of 140360,000 yuan. In addition, well-known tour capital appeared on the Dragon and Tiger list. The business department of Guotai Junan, Nanjing Taiping South Road, where the Shenzhen-Hong Kong Stock Connect is dedicated and the well-known tour capital "New One" is located, is 9948840,000 yuan, 3851580,000 yuan;Shenzhen-Hong Kong Stock Connect, Ping An ** Beijing Financial Street ** business department sold 6289 respectively970,000 yuan, 1543880,000 yuan.
From the perspective of institutional attention, a total of 20 institutions have released research reports on Maiwei shares in the past six months, and the company's net profit in 2023 will be the highest at 146.7 billion yuan, with a minimum of 103.9 billion yuan, with an average value of 120.3 billion yuan, a year-on-year increase of 3960%。
The company's past operating performance has been excellent, with stable growth in operating income for many years, and profits have maintained synchronous growth, which can be optimistic in the medium and long term. A person from a brokerage firm in Shanghai told the reporter of the "Public ** Daily" on the 28th, "From a technical point of view, the company's stock price has been sharply increased recently, and a number of ** have been worn on the Yang, and it has entered the strong area from the weak area." However, this kind of strong breakthrough **, there may be a step back to establish support in the future, and investors who have not yet held positions are advised to wait and see. ”
Reporter Zhang Cao.