On February 21, 2024, A shares ushered in the first "Dragon" new shares of the Dragon Year -Longqi Technology, which landed on the main board of the Shanghai Stock Exchange.As of the day, the A -share market has 88 "Dragon" shares.It is worth noting that in early November last year, the A -share market set off a "zodiac heat", and many "dragon" shares rose collectively.However, since 2024, the stock price of "Long" has a general decline. As of February 21, the largest decline was Longzhou shares, with a decline of 53.35%.
In line with the trend of the stock price, there are also "Dragon" character stocks in 2023.In 2023, net profit decreased year -on -year, and the net profit of 20 stocks was expected to be losing money. In addition to performance, the "Dragon" stocks also had a certain commonality in terms of market value.The company with a market value of more than 10 billion yuan is only 20.5%.
The year of the dragon has arrived. Can the A -share "zodiac market" continue?After the rise of "Dragon" individual stocks, this universal decline has been adjusted in the short term, or is it the beginning of a long time?In this issue, the titanium media · titanium diagram is invested from the data level.
40 % of the "Dragon" characters landed on the main board of Shanghai City, covering 23 industry distribution
According to statistics from titanium media · titanium ducts, as of 2024On February 21, there were 88 stocks in the A -share market that contained the word "dragon".From the perspective of various sectors, 36 "Dragon" stocks are listed on the Shanghai City Main Board, accounting for the highest proportion of 40.91%, including "Macron" and "Ma Yinglong" in the household company;The "Dragon" stocks listed on the board are also more than 20 %. Among them, companies listed on the main board of Shenzhen City include titanium white powder leader "Longbai Group", and the company listed on the GEM include the edible oil brand "Golden Trowse" and so on.In addition, there are 7 "Long" stocks listed on the Science and Technology Board, and 2 are listed on the Beijing Stock Exchange.
From the perspective of the "Dragon" individual stock industry, the distribution of 88 stocks in the industry is not concentrated, covering basic chemicals, electronics, electronics, and electronics, electronics, and electronics,23 first -level industries including automobiles, pharmaceuticals, media, non -silver finance.Among them, the "Dragon" stocks have the most basic chemical stocks, including 13, including Hengtian Hailong, Jusai Dragon, etc.; In addition, there are more electronic stocks, with 9; there are 7 machinery, automobiles, and pharmaceutical biological stocks.Essence
From the perspective of the total market value, 88 "Dragon" single stocks have a certain commonality, most of which are small and medium-sized market value companies.Among them, nearly 40 % of the companys market value is 1 billion yuan to 30 billion yuan, and about 20 % of the companys market value is between 3.1 billion and 5 billion yuan.There are 18 "Dragon" stocks with more than 10 billion yuan, accounting for 20.46%, of which only 2 companies have a market value of more than 100 billion yuan, namely Golden Aurea and Longyuan Power, respectively.100 million yuan.In addition, there are 3 "dragons" stocks with a market value of less than 1 billion yuan. The companys smallest market value is Park Xinglong, the smallest market value of the company, reaching 706 million yuan.
A shares "zodiac heat" turn off, "Long" shares fell more than 90 %, 20 shares last years performance loss
Before the arrival of the dragon, the stock of multiple securities names with the word "Dragon" experienced the market speculation.Data show that in the half month from the end of October 2023 to the beginning of November, Tianlong Group rose as high as 159.46%; from November 1st to November 7th, 2023, more than 90%of the "dragon" stocks increased; 2023On December 25th, the word "Long" was once again active, and the daily limit of individual stocks such as Long Yun and Dragon Stocks.Enter the year of the dragon, and the "dragon" shares that have experienced the ups and downs a few years ago were severely frustrated. From January 2nd to February 21, 2024, 9The stock price of the "Dragon" of the "Dragon" has shown a decline. Only the 4 "Long" shares of the 4 "Dragon" shares of the 4 "Longbai Group and the Longbai Group and Zhejiang Longsheng have increased. Among them, Yahuilong increased by 8.09%.Among the "Dragon" shares where the stock price fell, about 30%of individual stocks fell between 30%-40%; 10 stocks with a decline of more than 40%, of which the largest decline was Longzhou shares.53.35%.From September to November last year, Longzhous stock price increased by 110.8%.
In terms of performance, as of February 21, 2024, 50 of the 88 "Dragon" stocks revealed 2023Annual performance preview.Judging from the middle value of the propaganda net profit, 20 net profit of 20 stocks is expected to lose money. Among them, the largest pre-losing amount is Merrine, and the loss is expected to be between 19.8-2.38 billion yuan.In addition, the net profit of 24 stocks has declined compared with the same period last year. The biggest decline is Longda Food. The net profit in 2023 is expected to lose a loss between 1.36-176 billion yuan?%.
It is worth mentioning that 22 "Dragon" individual stocks have increased in 2023 performance.Among them, eight stocks including "ST Dinglong", "Last Shares", "Golden Dragon Automobile" and other 8 stocks achieved net profit. Among them, the largest net profit increased losses was Longxi shares, and its net profit in 2022 was-5.99 million yuan, expected to have a net profit of about 174.88 million yuan in 2023, an increase of about 3019.53%.The net profit of 14 "Dragon" stocks is expected to increase, of which the largest net profit increase is Feilong shares, with an increase of about 214.98%.
In A shares, cases of rising and rapid declines of individual stocks related to zodiacs occur almost every year.2021 is the Year of the Lunar Calendar. Taurus chemical rose sharply due to the word "cow". In 2022, Hubei Radio and Television, as the vocal stock of the zodiac "Tiger", had a cumulative increase of 2.6 times in less than a half months.The concept of "zodiac" is speculated every year. Investors still need to pay attention to the fundamentals of individual stocks to avoid blind participation and cause unnecessary funds.
Data Source: Public information such as Tonghua Shun Finance, China Securities News and other public information.
