234 BYD concept stocks were behind the "group pet": institutional research, stock price soaring, individual companies were questioned

23JUN

Wen | Zhang Min Li Yuzheng

After BYD's total market value exceeded the trillion yuan mark, BYD's A -share industry chain partners also ushered in carnival. On June 22, Jitai staged a daily limit again. This is the ninth daily limit board that the company has harvested since June 10, with a cumulative range of more than 136%. It is understood that the rise in Jitai shares is related to BYD concept stocks. Recently, Jitai Co., Ltd. stated on the investor interactive platform that the company has launched a solution for new energy vehicle power batteries, including heat -conducting and sealing and silicon gel. Electric, electronic control), etc. The company's major customers of electronic glue products include Yingfeite and other well -known companies, and have entered the supply system of many large customers such as BYD. According to the "Securities Daily" reporter's observation, the number of companies with business cooperation with BYD has recently increased. Flush data shows that the BYD concept stocks have reached 234, with a total market value of over 2 trillion yuan. From June 1st to June 22nd, 234 BYD concept stocks have increased by more than 30%of the 22 listed companies, of which the cumulative range of Zhejiang Shibao and Jitai shares rose more than 100%. BYD concept stocks continue to rise. According to statistics from the Securities Daily, from June 1st to June 22nd, BYD Concept Stocks, Guoji Automobile, Songzhi, Science and Technology, Taiyong Long March, Zhejiang Shibao and other 24 The listed company has issued an announcement of the stock price. The automobile steering system company Zhejiang Shibao harvested 8 consecutive boards from June 13 to June 22, and the stock price rose over 100%during the stock price. Zhejiang Shibao said in an interactive platform in November in November that investors asked questions that the company turned products for BYD supporting commercial vehicles. The stock price of Guangdong Hongtu has risen by more than 60%since June. The company supply BYD to supply aluminum alloy die -casting parts and internal and external decoration products. In addition, BYD's power battery positive material supplier Germany nano -nano and negative electrode material supplier Xiang Fenghua have risen more than 30%since June. "As BYD's market value in the secondary market exceeded trillion yuan, the attention of the relevant industrial chain was pushed to the wind." Xie Logistics, a senior investment consultant in Jufeng Investment Consulting, told the Securities Daily reporter that BYD's industrial chain There are many companies covering, mainly divided into two categories: parts and power batteries. Most of the company's components are mainly from internal supply, but in the past two years, external suppliers have also begun, such as audio amplifiers, HUDs, lights, heat management, etc., as well as positive and negative pole materials in power batteries, and Structural parts, aluminum plastic films and diaphragm. Xie Login believes that with the rapid volume of BYD's new energy vehicles, the battery is the first to get out of the country, and other parts will keep up closely, which will achieve more domestic suppliers. Regarding the stock price of BYD Industrial Chain Company, Zhang Xiang, Dean of the New Energy Vehicle Technology Research Institute of Jiangxi New Energy Technology Vocational College, said in an interview with the Securities Daily reporter: "BYD has now become China's largest new energy vehicle company. Last year The sales volume exceeds 600,000 units, and the sales volume is expected to increase greaterly this year. It also means potential operating income and profits for suppliers. "In addition to the performance of related stocks in intensive investigations in the secondary market, BYD concept stocks also also Obtained frequent investigations from institutional investors. Data of the Flush Shun shows that from June 1st to June 22nd, a total of 51 BYD concept stocks were investigated by the institution. Some listed companies revealed their cooperation with BYD in the investigation. For example, when Silicon Bao Technology released the investor research activity information released on June 22, the company provided an overall solution for the use of glue for the assembly of new energy power batteries. Power batteries provide waterproof sealing, structural bonding, beam bonding, heat conduction, etc. The company is a high -quality supplier for BYD power battery glue and automotive electronic glue. Zhang Xiang believes that BYD is currently the third largest car company in the world according to market value. It has strong product competitiveness and has a large room for growth in the future. The information disclosure must be true and complete on June 21, and the continuous rising Jitai shares attracted the attention letter from the exchange. The Shenzhen Stock Exchange requires the gross profit margin of electronic glue in the field of new energy vehicles and photovoltaic components, in hand orders, market demand and stability, company production capacity and downstream customers In 2021, the indirect sales amount and proportion of BYD, analyzing and explaining whether the fundamentals of the relevant business have changed significantly, and a full risk prompt on the short -term fluctuation of the stock price. Yang Zhaoquan, director of Beijing Wino Law Firm, told the Securities Daily reporter that the main problem in the information disclosure of listed companies was incomplete information disclosure. Companies often only disclose parts or favorable information, and intentionally ignore other aspects, causing investors to misjudge the company. Zhao Xilong, a senior investment consultant of Jufeng Investment, told the Securities Daily that investors should first judge the authenticity of BYD concept stocks and try to avoid the concept stocks of hot spots and take the opportunity to speculate. Secondly, it depends on whether the valuation level of individual stocks is reasonable, and try to avoid concept stocks with high price -earnings ratio and high stock price at a high level.

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Photo ｜ Site Cool Hero Bao Map Network Production | Zhou Wenrui

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