Risk tips: this paper is intended to serve only as a stock-taking exercise and an exchange of market views and does not constitute any investment proposal. Stock markets are highly volatile and subject matter stocks are more risky and should not be blindly traded。
Ladies and gentlemen, today we're talking about the recent old tickets -- the green mountain paper 600103。
The front of the ticket was endless, with the cpo light module + paper coming out of a wave of cosmopolitan relationships in which the heat was always high. But today, when we close, we're clearly cooling down. Let's just calm down and open up and talk。
I. The market environment
Today, there is a marked high- and low-to-low switch in the a unit, which is divided in its entirety. Many of the pre-surge low-priced material units are beginning to run off. The high-end demons are no longer brainless, and funding has shifted from radicalization to cautious observation。
In this environment, large small increases in the previous period can easily be driven back and forth by shock. The green mountain paper industry is itself a capital-led vote, and once the swirling mood subsides, it is more directly affected than the blue chip。
Ii. Thermality of the plate: flatness of the cardboard plate and conceptual fragmentation of the cpo
The qingshan paper industry has two layers of labels, one of paper making and the other of the cpo light communication concept (wind all over data) windows。
The whole of the cardboard block today is not surprising, there is no visible breakout of the plate, the industry itself is largely cyclical, and there is no strong stimulus in the short term. And before taking it off the cpo plate, it's partially internalized today. Some of the core targets were stable, but the front-loading of low-level supplement stocks had increased funding。
To put it simply: the concept of the main line that drives the rise in the qingshan paper industry, the heat has fallen today, the lack of collective support for the plate, and it is very difficult for each stock to walk alone。
Iii. Financial movements: major financial outflows, bulk transfer
As of september 11th, the closing price for the aqama paper industry was $3. 67, down by 2. 39 per cent; the full-time value was $748 million, down 9. 27 per cent。
Data from the stock network show that today bbd's main net outflow of funds is $7,0461 million, ddx - 0. 881, large single capital outflows are visible, small net inflows, and typical large capital sales and bulk-carrying patterns。
After the opening of the early drive at 3. 72 yuan, the funds began to run, with a minimum of 3. 55 yuan in the drive and a small pull back after noon, but without the ability to turn red. This funding structure is common during the high-profile shock phase of the topic: the upfront meat-eating trip, taking advantage of the rebound。
Iv. Technical aspects and quantitative price performance
Data source: windows. Today, the highest is 3. 76 yuan, the lowest is 3. 55 yuan, the daily amplitude is 5. 92% and the closing is 3. 67 yuan windwand。
From the k line, after a wave of surges in the preceding period, stock prices have fallen from high to shock adjustment. Today's expedition was briefly supported in the vicinity of 3. 55, with the tailings recovering some of the lost land but not the early land。
The exchange rate of 9. 27 per cent, which remains at a high level, indicates that the game is still intense. It's not a good thing or a bad thing to change hands, but it's a loose chip at the height of the fall. It is easy to sell when there is a chance of rebound。
The average short-line cost is around $3. 77 (the luminous fork unit) and the current stock price is already below the market average, short-line funds as a whole are in a small state of encirclement, and the rebound is subject to fallout。
V. Summary of market sentiment and equity
I looked at the discussion of our stockmates in the east, the east, the east, the east, the east and the east。
Some friends are still looking at it: i think the concept of the vote is still in place, and backsliding is a low-suction opportunity and looking forward to another rebound. Another cautious shareholder view: the wave is not an explosion of performance, the light module sub-company has a low share of business, is difficult to sustain, and the probability of continuing to adjust after a high-level shock is very high。
Overall sentiment: confidence in looking at more is significantly diminished, as was the case in the previous days, with both the panic and the chassis appearing, and the multi-space gaming playing. The most worrying aspect of the problem is the breakdown of the common vision, which will be difficult to sustain as soon as there is less commitment。
Vi. The main industry of information combination is paper production, the holding subsidiary has a master planner module, 400g small quantities, and 800g is in the sample trial phase. Focus: this business accounts for a very low share of corporate corporate revenue, has a limited contribution to corporate performance, and the boom in this round is expected to result in engagement (financial disclosure). Half-yearly reports: 12. 33 billion yuan in the first half of the year, + 1. 9 per cent in the same year; 40. 23 million yuan in the net profit of the mother, a decline of 28. 26 per cent in the same year (the new wave) and a weaker new wave in the paper industry. There have been no sudden announcements of significant returns in the recent past, and today's decline is due to the realization of funds generated by the fall in the tide of rhetoric, not to the loss of air and space news。
A brief summary of the news: without new gains, stock prices had risen before conceptual expectations, not real performance。
End risk tips
Once again, this paper is merely a review and an exhaustive reading and does not constitute any investment proposal. The qingshan paper industry is a highly volatile, basic support is weak, and short-line funds are moving in and out of the country at a high rate of volatility. Once the subject matter has receded, the retrofitting space cannot be underestimated。
