(Original title: The Beijing Stock Exchange was born, the selection layer of the New Third Board was greeted by the rise, the 3 trillion A-share sector exploded, the 20cm daily limit of concept stocks, funds ambush, the impact of the stock market is seen)
The performance of 15 securities and venture capital stocks is expected to explode this year.
On the evening of September 2, President Xi Jinping announced at the 2021 China International Trade Fair in Services Global Service Trade Summit that the reform of the New Third Board will be deepened, the Beijing Stock Exchange will be established, and the main position of service-innovative small and medium-sized enterprises will be established.
Selected layer enterprises change in advance
This week’s highest rise is over 250%
The person in charge of the China Securities Regulatory Commission stated that deepening the reform of the New Third Board and establishing the Beijing Stock Exchange is an important measure to implement the national innovation-driven development strategy and continue to cultivate new drivers of development. It is also an important measure to deepen the structural reform of the financial supply side and improve the multi-level capital market system. important content.
Since the official operation of the New Third Board in 2013, through continuous reform and exploration, it has now developed into an important platform for serving small and medium-sized enterprises. Statistics show that the number of companies on the New Third Board exceeds 10,000, with varying quality. At present, the number of companies listed on the New Third Board is 7,304, and the total market value of listed companies is 2 trillion yuan.
Since 2019, the China Securities Regulatory Commission has introduced a series of reform measures such as the establishment of a selection layer, the establishment of a public offering system, and the introduction of continuous bidding and transfer mechanisms, which have stimulated market vitality and achieved positive results. Since the establishment of the selection layer for more than a year, the overall operation has been stable, and various system innovations have initially withstood the test of the market, attracting a group of “small and beautiful” high-quality small and medium-sized enterprises to be listed for trading. Established a solid enterprise foundation, market foundation and institutional foundation.
Data treasure statistics show that as of the latest closing day, the number of promoted enterprises has reached 66, with a total market value of 185.8 billion yuan. The number of technology-type enterprises is the majority; the performance is relatively high, and the net profit of more than 70% of the enterprises in the first half of 2021 has increased year-on-year. , Shibbai, Jilin Carbon Valley’s net profit increased by about 200% year-on-year. In terms of market performance, the average stock price has risen by more than 45% since its listing, while Liancheng Numerical Control, Fujitec, and Changhong Energy have all increased by more than 400% since its listing.
Since the beginning of this week, the transactions of selected enterprises have been extremely active, and individual stocks have risen more and less. As of September 2, 66 companies rose an average of 13.6% this week, and only 5 shares fell this week. Specifically, the share price of Jilin Carbon Valley has risen by more than 250% since its listing on August 31. Xin’anjie, Chuangyuan Instrument, Wuxin Tunnel Equipment, Taixiang Co., Ltd. have all increased by more than 20% this week, and the only one in the selection layer is 100 yuan. The stock Liancheng CNC rose 15.63% this week, while the Shanghai Composite Index rose less than 3% during the same period.
Small and medium-sized brokerages supervise a large number of NEEQ companies
In the future, brokerage firms will play an important role in the capital operation of NEEQ companies.
Data treasure statistics show that among the more than 7,300 listed companies, 23 brokerages continue to supervise more than 100 listed companies on the NEEQ. Among them, Kaiyuan Securities reaches 600, Shenwan Hongyuan Securities reaches 560, Guorong Securities 287, Soochow Securities , Zhongtai Securities, Essence Securities, etc., have more than 250 companies.
In general, the pattern of small and medium-sized securities firms dominating is due to the low charges for the NEEQ business, and large investment banks focus their business on the main board and the science and technology innovation board.
Venture capital and securities sectors moved ahead of schedule
Market outlook
In recent years, China’s capital market has undergone unprecedented changes in both quality and volume. In the future, the Beijing Stock Exchange will become the third largest national exchange after the Shanghai Stock Exchange and the Shenzhen Stock Exchange.
Guan Qingyou, chief economist of the Institute of Financial Research, believes that the establishment of the Beijing Stock Exchange will directly benefit the New Third Board, the “specialized, special and new” giant, and the brokerage. Before the establishment of the Science and Technology Innovation Board, the securities firms and venture capital sectors performed very well.
The rumors that “the Beijing Stock Exchange will be established” have been confirmed. The cumulative increase of the venture capital index exceeded 10% in the first 7 days, the cumulative increase of the securities index exceeded 6% in the first 7 days, and the cumulative increase of the two major sector indexes exceeded 5%.
15 securities and venture capital stocks are expected to explode this year
At present, these directly benefited securities and brokerage stocks total 41, with a market value of nearly 3 trillion yuan, and four stock markets including CITIC Securities and Oriental Fortune are valued at more than 200 billion yuan. As of September 2, the entrepreneurial dark horse in the venture capital sector has risen by more than 63% this week, with 2 “20cm” daily limits in 4 trading days. The company is located in Beijing and is one of the pioneers in the domestic entrepreneurial service field; Lu Xinchuang Investment and Jiuding Investment rose more than 20%; Zheshang Securities, China Securities Construction Investment, Huatai Securities in the securities sector all rose more than 10%. Among the stocks that have not yet started, Orient Securities has fallen 1.7% this week, and the venture capital sector’s Xi’an Tourism and Qianjiang Motors have fallen slightly this week. Beijing Capital Net bought CITIC Securities and Oriental Fortune yesterday.
In terms of institutional forecast data, 15 of the above 41 companies predict that net profit in 2021 is expected to increase significantly year-on-year. Among them, the net profit of Entrepreneur Dark Horse, Oriental Securities, Qianjiang Motor, and Everbright Securities is expected to rise by more than 70%. Oriental Fortune, Pudong Construction and Guotai Junan increased within 5%.
Disclaimer: All information content of Databank does not constitute investment advice. The stock market is risky and investment needs to be cautious.
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