Gem Index Innovation high behind: hundred Yuan Club rapid expansion

In the Shanghai and Shenzhen market downturn in the background, the gem stock trend is still wonderful. December 16 The same day, the GEM index plate again to create a record 1233.62 points of history. To the end, the gem index closed at the new highs since the release, close to 1225.03 points, Rose 1.09%.

In the past two months, the gem index has risen all the way, the highest rise has exceeded 30%, 30.88%, while the Shanghai Composite Index rose less than 10%, only 9.6%. In particular, the Shanghai Composite Index has fallen to 2,758 points since its volume fell since November 12. From the two-level market trend, since November 17, the Shanghai Composite Index has been basically around the annual line of repeated shocks, see no signs of a sharp rebound. The same day, the Shanghai Composite Index closed at 2898.14 points, down 0.46%.

With the growth of the gem Index, at the same time, the gem Company "Hundred Club" (excluding the right to share shares, to the same below) also rapid expansion. As of today's close, the Gem hundred members of the high price unit has been up to 10, accounting for more than half of the Shanghai and Shenzhen stock of more than 19 units, become a unique landscape of the two cities.

"In the layout of the economic restructuring, the ' Twelve-Five ' planning of the background, to the gem companies as the representative of emerging industry companies naturally become the end of the year's focus on funds." "The Minsheng Securities Research Institute strategy analyst Zhang Yi said.

Zhang Yi said that up to now, the majority of gem listed companies focused on strategic emerging industries. Compared to the plate and other sectors, energy conservation and environmental protection, emerging energy, TMT and other industries in the gem has received more attention, such a distribution to meet the national "Twelve-Five planning" for the development of new industries to promote.

"Hundred Yuan Club" expansion

It can be said that the continuous influx of funds into the gem "Hundred Club" expansion of the "hotbed." With the Gem company Tomson 145.000,1.10,0.76% (300146) and Watson Biology (136.500,-0.72,-0.52%) (300142) and other high-priced shares of the debut, the Gem "Hundred Club" expansion of the pace of further acceleration.

It is worth mentioning that, in addition to Tomson Jian and Watson biology this two only soon after the IPO, the remaining 8 "hundred Club" members of the two-class market prices are far more than the issue price, respectively, Chuan Technology (151.820,-0.18,-0.12%) (300124), National Technology (143.920, 0.73,0.51%) (300077), Wambonda (139.000,-0.11,-0.08%) (300055), bi-Water (136.720,-0.03,-0.02%) (300070), Hua-policy film and television (119.700,2.45,2.09 %) (300133), Juloka (114.900,-0.10,-0.09%) (300099), Longyuan Technology (108.510,-3.09,-2.77%) (300105), National proton Electronics (114.700,3.70,3.33% ) (300101).

At the same time, institutional funds have become the backbone of the expansion of the gem "Hundred Club". As of September 30, bi-water source, the state Teng electronics before the 10 large circulating shareholders of the fund, the total number of shares accounted for the share of shares in the circulation of 29% and 28% respectively. And the national technology, Wambonda 10 large circulating stock shareholders in the fund, respectively, 9 seats and 8 seats, including the Wambonda of the Fund is up to 38%.

Up to now, Huili technology has become the first high price stocks in the gem. As of 16th, the closing, Chuan technology to close the 152 yuan, more than 71.88 yuan Price rose 111.46%.

Some brokerage researchers said that the fund is in hot pursuit of Chuan technology is its dominant position in the subdivision area. The three quarterly reports show that the top ten circulating shareholder seats are divided by funds and private equity fund respectively. Prior to the launch of the September 28, Huili technology, leaving the establishment of the agency only a short period of three days, it can be said, Chuan technology set the fastest speed of the organization to raise.

Gem "Cardiac"

Zhongyuan Securities analyst Chen Feng said that the recent gem index again behind the innovation, is the gem represents a strategic emerging industries have strong policy support and high growth prospects of double positive. At the same time, China's emerging industry concept stocks in the U.S. stock market strong performance also gave the domestic stock market related stocks to positive stimulus.

Zhang Yi that, "Twelve-Five" vigorously develop new industries for the gem into the "cardiac". Up to now, in the listed companies, environmental protection and energy saving, electronic information, advanced manufacturing, Bio-medicine, new energy, materials and other emerging industries accounted for 85%.

Recently, China's emerging industry concept shares, represented by the Internet, are making a whirlwind of American Wall Street. China's emerging industry concept stocks in the United States strong performance, indicating that the international and domestic market for emerging industries stocks are very optimistic.

If the gem listed in the Information Services Industry (64.100,-2.89,-4.31%) (300104) under the stimulus of the concept of video, December 10 to 14th three trading days have appeared two trading board, the cumulative increase of up to 29.1%, To become the most recent 3rd innovation high stocks in the largest shares. In the pursuit of market funds, the music network December 16 to create a new 68.88 yuan in the new market, the whole day Rose 6.98%, the final plate to 66.99 yuan.

Zhang Yi said, the fund continues to rush to the gem reason is still, the gem has been released early release of the ban. In four quarters, the board lifted the scale of 47.38 billion yuan, of which November lifted the total lifting of the market value of 53.56%, the gem lifted after the shock wave, funds have to pull upward impulse. In addition, near the end of the market for the gem stocks have a higher high transfer expectations, which is one of the reasons for the Fund to participate in the gem.