**: Data treasure.
The Year of the Rabbit A shares ended with three consecutive yangs!
The Year of the Rabbit in the high-dividend sector performed well.
In the Year of the Rabbit, the major A-share indices collectively retreated. The Shanghai Composite Index closed down 1222%, the last 3 consecutive days of sun, the latest report is 286590 points; The Shenzhen Component Index fell 2638%；The GEM index fell 3322%。
Divided by Shenwan's secondary industries, high-dividend sectors such as large state-owned banks, coal mining, and railways and highways are among the top gainers, in order. 83% and 458%。Qianhai Open Source** believes that the value of the allocation of high-dividend sectors has been highlighted recently. In the context of slowing macroeconomic growth, the center of social risk-free rate of return is gradually declining, which is expected to promote the further improvement of the valuation of mature, stable profitability and stable dividends.
* In terms of photovoltaic equipment, medical services, Internet e-commerce, real estate services and other sectors that had previously risen hugely, retreated to the front, with a range of more than 40%. Among them, energy metals and photovoltaic equipment both retreated by more than 50%, respectively. 57%。
325 new listings in the Year of the Rabbit.
*According to the statistics of Times and Databao, a total of 325 new stocks were listed in the Year of the Rabbit. In terms of market capitalization, there are 36 stocks with the latest market value of more than 10 billion yuan, accounting for 1108%；5 billion yuan to 10 billion yuan**47, accounting for 1446%；1 billion yuan to 5 billion yuan**206, accounting for 6338%；36 below 1 billion yuan, accounting for 1108%。
The one with the highest market capitalization is Canadian Solar, with a total market capitalization of 477$2.6 billion. The company is a leader in photovoltaic modules, and recently said in the investor interaction that after listing, it will focus on the layout of advanced N-type manufacturing capacity, and the company's mainstream product shipments in 2024 will be N-type TOPCON products.
New listed companies also continue to enrich the investment options of the A** market. Hua Hong, which will be listed in August 2023, is the world's leading pure wafer foundry enterprise with special processes in the semiconductor field, and has been unanimously expected by the capital market before it was listed; CITIC Metal is mainly engaged in metals and mineral products**, and is an important subsidiary of CITIC Group's advanced materials segment. Ganbao Pet is a leading pet food company in China, and continues to consolidate its leading position after listing.
ST shares dominate the price limit rankings.
According to data treasure statistics, excluding the new shares listed in the Year of the Rabbit, 241 shares have been harvested 10 times and stopped at ** throughout the year, and 81 shares have experienced 10 or more fall limits. The price limit ranking is dominated by ST shares. Among them, *ST Rongtai, *ST Xinhai, and *ST Meigu won the top three in the daily limit list with 54, 46, and 43 daily limits respectively; *ST Aidi, *ST Potian, and *ST Meigu fell 62 times, 52 times, and 51 times in turn, ranking at the top of the fall limit list.
A number of ST stocks have performed extremely. *ST Aidi, *ST Meigu, *ST Xinhai, *ST Rongtai and other 10 ST stocks entered the top 20 of the price limit list at the same time. In addition to *ST Rongtai rose 8792%, *ST West rose 3785%, *ST Zhongjie fell 1Except for 53%, the stock prices of the rest of ST shares are substantial**.
It is worth mentioning that Hongbo shares, Jierong Technology, Shenglong shares, Cambridge Technology, and Tonghua Jinma 5 shares squeezed into the daily limit list as non-ST shares, with 34 times, 31 times, 26 times, 23 times and 23 times, and the cumulative increase was more than 130%.
Hongbo shares are the leading lottery printing industry in China. However, after cross-border AI computing power caught up with industry giant NVIDIA, the company's stock price continued to soar, becoming ten times larger than the AI sector**. Tsit Wing Technology can provide mold development and precision structural products such as mobile phones, tablet computers, and wearable products. Since August 2023, the popularity of Huawei's concept has also given Tsit Wing Technology the capital to continuously increase the limit, and finally become one of the most explosive in the Year of the Rabbit.
A list of bull and bear stocks in the Year of the Rabbit.
According to data treasure statistics, excluding the new stocks listed in the Year of the Rabbit, the 20th National Congress of the Year of the Rabbit rose by more than 150% throughout the year, and the top 20 bear stocks fell by more than 74% throughout the year6%。In terms of breakdown, Kaihua Materials is far ahead, with a cumulative increase of 41384%；Subsequently, Zhongji InnoLight and Tianfu Communication rose by more than 300%. Divided by Shenwan industry, the number of listed companies in the communication sector is the most, with a total of 5, including Zhongji Innolight, Tianfu Communication, Cambridge Technology, Liante Technology, and Xinyisheng.
Since 2023, generative AI has led a new round of technological revolution, driving explosive growth in computing power demand. Optical communication network is an important foundation of computing power network. Driven by the significant growth in demand for high-speed optical modules such as 800G, the company expects to achieve a profit of 2 billion yuan to 2.3 billion yuan for the whole year, a year-on-year increase of 634% to 8791%；Tianfu Communication is located in the upstream of optical transceivers, and is one of the world's largest manufacturers of optical communication passive device solutions, which also fully benefits from the high prosperity of the global data communication market.
Divided by the listing board, the Beijing Stock Exchange has a high rate on the list, and Kaihua Materials, China Textile Standard, Huami New Materials, Shuguang Digital Innovation, Wuxin Tunnel and Tianfang Standard are all on the list of the top 20. From October 23 to November 27, 2023, benefiting from the favorable implementation of policies such as the "19 Deep Reforms", the expected increase in board transfer, improved liquidity, and low valuation, the BSE 50 continued to rise, with a cumulative increase of 5594%。Most of the above-mentioned ** achieved a big rise in this wave** and maintained the stock price in the subsequent retracement.
In terms of bear stocks, a total of 5 stocks fell by more than 80%** throughout the year, including *ST Aidi, *ST Zuojiang, *ST Hongxiang, *ST Potian and Haiyou New Materials. In the industry, 5 shares of power equipment are on the list, and batteries and optical equipment are the hardest hit areas in the subdivision. Among the top 10 bear stocks, ST shares occupy 9 seats. Analysts said that after the full implementation of the registration system, the value of shell resources has depreciated sharply, and the market funds have been raised from the head high-quality blue, and ST and other poor performance junk stocks have been marginalized.
Disclaimer: All information content of Databao does not constitute investment advice, ** There are risks, and investment needs to be cautious.
Editor-in-charge: Wang Lulu.
Proofreading: Wang Jincheng.
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