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Helmet Concept Three Day Tour: A Small Market Share "Hot Spot Palpitating" The Whole Story

2020/5/22 13:05:00 0

HelmetConceptMarket ValueHot SpotPalpitationWhole Story

Wake up.

May 21st opening, A shares helmet concept stocks fell across the board.

Including Nanjing Julong limit, Yi Mi Mi, Sanfo outdoor, new Japan shares, INTERCHINA group, Dahn shares, Jimmy technology, national technology declined.

On the previous night, the Ministry of public security's traffic control bureau said that from June 1st onwards, the scope of law enforcement penalties was limited to motorcycle traffic safety violations that do not wear safety helmets and drive cars without using seat belts.

This has poured cold water on the soaring prices of helmets and the concept of A shares helmet.

In twenty-first Century, the economic report reporter learned that the price of helmets has been on the rise since April 20th, when the "helmet area" security guard was released. The concept of helmet was released in mid May, and the interactive platform was "hot".

What is familiar is that the familiar mask of respirator and respirator appeared in this round of hot spots. The difference is that this concept has only lasted 3 trading days from heat to cooling.

What role does the market players play in this "unfinished" capital hot spot?

"The number of electric cars is much more than that of motorcycles, which may lead to a lag in helmet demand." Guo Tai, chief machinery industry analyst of new era securities, said in May 21st.

New era securities is the only broker issuing the concept of helmet.

Passive "hot spot" participants

In April 20th, the Ministry of public security's Traffic Management Bureau deployed the message of "one helmet area" security guard in the whole country, which was considered by many analysts to be the source of the helmet concept.

In the two market, the concept of helmet broke out, but after a month, in May 18th, Nanjing Julong and national science and Technology Trading Limited, and then closed for 3 consecutive days.

What happened during this period?

Twenty-first Century economic report reporters combed the time line found that in April 20th, the Ministry of Public Security Traffic Management Bureau deployed in the country to carry out a "helmet area" security guard action, many announced that it will thoroughly investigate the electric vehicle drivers wearing helmets.

Subsequently, the helmet price "take off", on the electronic business platform, "one helmet is hard to find", "profiteers" active, "February mask, March machine, April melt blown cloth, May helmet" paragraph circulated.

The 1688 largest online wholesale platform in China, the number of electric vehicle helmets continued to dominate for several days: the sales of helmet sales increased by over 910% in the past 3 days.

Jingdong big data also show that since May, motorcycle and electric vehicle helmets have been widely concerned by consumers. Not only the search volume has reached 8 times the same period last year, but the turnover has increased by nearly 4 times, and the second and three line market growth is more obvious.

The heat in the two tier market is coming later.

In May 14th, investors asked 300644.SZ in Nanjing about whether the products were used for producing ordinary helmets. In May 15th, Nanjing Julong replied, "the polymer modified products of the company can be applied to helmets."

Subsequently, on May 18th -20, Nanjing Julong continued trading on 3 trading days.

After the May 20th session, Nanjing Julong announced the announcement of abnormal fluctuations in stock trading, suggesting that only a small amount of sales of raw materials used by helmets currently used by the company, which accounts for a small proportion of the company's main business revenue, will not affect the company's business performance.

Also on May 18th -20, the continuous limit is national science and technology. Similar to Nanjing Julong, one of its products is ABS.

In May 16th, investors asked, "look at the company's main polymer materials, including ABS plastic?" National Science and technology reply, "company periodic report on the introduction of products, please visit, pay attention to investment risk".

In May 19th, investors again threw out similar problems and received the same answers. In May 14th, they asked Nanjing Julong as the same account.

3 days later, in the evening of May 20th, National Science and technology made a risk warning on market rumors, hot topics, matters or businesses. It was noted that some media recently included the company in "helmet" concept stocks, and the company did not produce helmets at present.

"We haven't had any contact with the helmet before, and we don't know why it was classified as helmet concept stocks." In May 21st, when the reporter telephoned the investor, the State Science and technology Securities Department staff said, "the company's modified engineering plastics are more used in household appliances, and it is not directly supplied to helmet manufacturers, nor has it felt the rise of demand and price recently."

Speculation will stop?

In this round of heated concept of helmet concept, the figure of famous hot money and institutions has emerged.

Nanjing Julong May 20th post billboard data show that the Wuxi finance one Street Sales Department of the state securities company bought 10 million 380 thousand yuan and sold one at the same time, bought a $10 million 970 thousand, sold 10 million 970 thousand yuan, sold 590 thousand yuan, bought 3 for Ping An Securities Shanghai branch, bought 6 million 890 thousand yuan, and bought the first five seats altogether to buy 28 million 720 thousand yuan.

Statistics show that the first five seats sold together sold a net sales of 17 million 200 thousand yuan, although less than the purchase, but sold 2 for institutional seats and sold 6 million 350 thousand yuan; four sold as a well-known hot money Club Oriental Wealth securities Lhasa unity Road Second Sales Department, the net sales of 132 thousand and 600 yuan.

The national science and technology May 20th dragon tiger list shows that the state-owned capital securities business department's hot money collided with the capital of Everbright Securities's business department. Buying 2 and buying 3 are Zhengzhou Huayuan Road Business Department of state Rong securities and Xi'an hi tech first Sales Department of national financial securities company, respectively, buying 10 million 790 thousand yuan and 7 million 760 thousand yuan respectively. The first five seats bought a total of 42 million 920 thousand yuan. The first five seats sold together sold a net sales of 13 million 960 thousand yuan.

Apart from being a manufacturer of helmet materials, there is another similarity between Nanjing Julong and national science and technology, which all belong to small cap stocks.

By the end of May 21st, the total market value of Nanjing Julong was 2 billion 313 million yuan, the market value of circulation was 1 billion 494 million yuan, the total market capitalization of national technology was 1 billion 658 million yuan, and the circulation market value was 982 million yuan.

The other city's bigger helmet concept stocks are mostly institutional figures.

In May 21st, IRI closed down to 7.98 yuan / share, with a total market value of 3 billion 447 million yuan and a circulation value of 3 billion 263 million yuan. 21 days later, the list showed that the total amount of the purchase of the first 5 Buyers was 33 million 24 thousand and 800 yuan, accounting for 20.14% of the total daily turnover. In the first 5 of the purchase, four were the sales offices of Beijing securities Road Securities business, and the rest were institutional seats. The top 5 of the total amount was 21 million 626 thousand and 800 yuan, accounting for 13.20% of the total turnover. Among them, one is CITIC to invest in Wuhan to build eight Road Securities Business Department, the third is Merchants Securities Shanghai Long Ming Road Securities Business Department, and the other three seats are institutional seats.

In the May 17th and May 21st, the new group of securities machinery and equipment group issued the topic "automation: analogy masks, concerns about automatic investment opportunities brought about by the demand for helmets," helmet: helmet industry chain outbreak, promising equipment links.

In the first research report, the new era Securities said that the "one helmet area" new deal was about to be implemented, and helmet demand broke out in short term, or exceeded 200 million.

But the heat will continue to cool down. On the evening of May 21st, the competition authority of the market supervision department issued a circular, requiring all market regulatory authorities to strengthen the supervision of the price behavior of the helmet Market, actively carry out market inspections and public opinion monitoring, and remind producers, dealers and other operators to abide by the law, operate in good faith, and strengthen price self-discipline. At the same time, it is required that all market supervisory departments, together with the local public security organs, investigate and deal with illegal acts of fabricating and distributing price information, hoarding, raising prices and collating prices.

 

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