On Monday, Huajian Group (600629), which has been up and down for four consecutive days, suddenly opened the price limit in the afternoon and dived rapidly, and the stock price staged a "sky floor". As of the 29th**, the stock was still closed to the fall limit, with a turnover of more than 1.1 billion yuan on the day.
Touching on a number of popular concepts
The disk shows that Huajian Group has a daily limit for four consecutive trading days on January 23, January 24, January 25 and January 26, with a cumulative increase of 4643%, and the cumulative deviation from the Shanghai Composite Index reached 4085%, with an average daily turnover rate of 6 in the last four trading days23%。
On the 29th, an analyst from a brokerage firm in Nanjing told a reporter from the "Volkswagen ** Daily": "Huajian Group is located in Shanghai, and the company also participates in securities companies and infrastructure. ”
In terms of business, since 2023, Huajian Group has taken advantage of its location to strengthen the coordination and management of major local projects in Shanghai, focusing on the overall promotion of projects such as the Expo Cultural Park, the Sanlin Riverside Wedge-shaped Green Space, and the core area of the North Bund. Shanghai plans to launch 30 new urban village renovation projects from 2023 to 2025, 10 per year, with an area of no less than 4 million square meters.
In July last year, the "Guiding Opinions on Actively and Steadily Promoting the Transformation of Urban Villages in Super Mega Cities" was released, and the company is expected to benefit from the acceleration of the urban village policy. In this regard, Huang Junwei, an analyst at Huaxin, said: "As a leader in Shanghai's architectural design, the company is expected to deeply benefit from the transformation of Shanghai's urban villages. It is worth mentioning that the first batch of completed urban village renovation projects in Shanghai, 'Panlong Tiandi', was unveiled, and the Environmental Institute of Huajian Group undertook the design and general contracting of the project's new public green space and underground garage project. In addition, the Sanlin wedge-shaped green space created by the company is the largest among the 36 'urban village' transformation projects in Shanghai. ”
Well-known travel funds are on the list
According to the data, Huajian Group, as a local state-owned enterprise in Shanghai, is the industry leader of "China Design + Shanghai Service", with outstanding localization advantages, participated in more than 60 design projects of key projects in Shanghai in 2023, and won the bid for the underground engineering survey and design project of Shanghai East Railway Station of Oriental Hub, and the commercial and residential office and supporting facilities project of plot 304-03 of Unit C070202 of Zhongxing Community, Jing'an District. A number of major projects in the Shanghai regional market, such as the Huangpu River Flood Control Capacity Improvement Project (Phase I) in the middle and upper reaches of the Huangpu River.
According to wind data, as of January 29**, Huajian Group's main capital outflow was 11.2 billion yuan, a net outflow hit a new high since June 1, 2023. The company's net outflow on the 29th accounted for 9 percent of the day's turnover55%, accounting for 201%, the cumulative net outflow of main funds in the past 5 trading days was 1852390,000 yuan, with a cumulative net outflow of 5,373 in the past 30 trading days00,000 yuan. As of the 29th**, Huajian Group**1006% to close at 59 yuan shares, the transaction amount is 117.3 billion yuan, with a turnover rate of 1858%。
In terms of investment strategy, the above-mentioned analysts believe: "Judging from the data of the Dragon and Tiger List in recent days, well-known tourist capital such as ** Yang Jia and Zhang Mengzhu are on the list. From a technical point of view, only the second board of Huajian Group is a 'word board', and the third board and the fourth board are all 'T-shaped' trends, and the amount can be amplified. On Monday, the company's volume and energy were significantly enlarged, and the main shipments were obvious, so it was recommended to pay attention to the risks. ”
Reporter Zhang Cao.