Which areas are brewing a new opportunity for a rise?

Summary: After the plunge, a-share sentiment does not change, which areas are brewing a new round of rising opportunities? From the recent market performance, defense industry, electronics, computers, non-ferrous Metals, media and other plate performance is stronger than the big city. At the same time, the first financial

After plunging, a-share sentiment does not change, which areas are brewing a new round of rising opportunities?

From the recent market performance, defense industry, electronics, computers, non-ferrous Metals, media and other plate performance is stronger than the big city.

At the same time, the first financial "wealth Quotient" (Micro-Letter: CAISHANG02) Institutions Tracking database statistics show that in the past two weeks, the electronics, computer two major industries have become the field of intensive research, some of them in the institutional research before and after the stock price fluctuations.

In the "First Financial business app" launched in the 12th issue of "Institutional trend tracking", the reporter focused on the recent institutions to investigate the stock price at the same time a large number of listed companies. Data show that 14 companies ushered in institutional research before and after the stock prices are moving and the Dragon Tiger List, of which the computer industry has 5 companies, the electronics industry companies have 3.

The following is an excerpt:

Many companies in electronics and computer industry have been investigated by organizations

Reporter found that with the further interpretation of the market, institutional Research Unit's overall performance also gradually stronger than the market. Statistics show that in the past two weeks, a total of 177 listed companies ushered in institutional research, the 177 stocks since January, the average rose by 12.77%, performance stronger than the big city (the same time the Shanghai index rose 3.66%).

Of these, 22 companies have risen by more than 30% since January. Business Treasure, Zhongke Jin Yu and Donghua software performance most strong, since January, respectively, Rose 62.79%, 58.77% and 45.67%.

18 companies have fallen since January, with Gansu Electric Investment, Xugong machinery and Zhongzhou holding the biggest declines, falling 20.98%, 12.22% and 11.42% respectively.

From the industry, in the past two weeks, electronics, computer two major industries have become the field of intensive research, some listed companies in the institutional research before and after the stock price significantly different movement.

One of the electronics industry has 16 companies in the near two weeks to usher in institutional research, the United photovoltaic on January 13 ushered in the Tai Wo Investment, confusion investment, Shenzhen city, such as 3 private equity investment and Haitong Securities Joint research, research, the stock has risen 29.33%.

The computer industry has also received more and more institutions in the past two weeks, and a total of 21 companies have welcomed the agency's research. Among them, the new century, Donghua software and housing treasure in institutional research has been achieved 30.45%, 27.21% and 25.74% of the increase respectively.

Institutions believe that, in the network security, the industry development is ushered in the policy honeymoon period, the relevant support policies are expected to be introduced, information security market will enter a rapid development period, the 2015 industry is expected to reach 70 billion yuan.

A number of heavy agencies to investigate Fei Li letter

Before and after the agency research, 14 companies have a sharp fluctuation in stock prices, Billboard data show that the hot Money sales department and institutional seats have become the main force to promote the stock prices of these companies.

Fei-li letter in the stock price after a succession of institutional investors to usher in the investigation, which has private large crocodile ze hee investment figure.

January 13, a mighty group of 20 institutional investors to fly to the letter for research, this is the company since October 27, 2014 for the first time to usher in institutional investor research, and as early as before, the company's share price has been repeatedly different.

This trip to Fei Li Letter research also has a lot of heavy organizations. The famous private-equity giant in Shanghai Ze-hee investment in the research list, in addition, Shanghai leisurely investment, Beijing source Lok Sheng assets, Beijing and poly Investment Market, such as one of the private placement in the same day to investigate. In addition to private placement, Teda Manulife Fund, Silver China Fund and other public offering funds, as well as CICC, Guotai and other securities companies are also in the list of research, the research is evident.

Early in the organization before the team research, funds have been ahead of the latent. After a 23.30-yuan low on December 30, 2014, the stock has soared this year, up 44.57% per cent since January 22.

January 8 to 12th, Fei Li letter 3 consecutive trading days rose 23.55%, Billboard data show that within 3 trading days, the company's top five buy seats total buy 127 million yuan, accounting for the share turnover of 16.74%.

It is noteworthy that in the company's share price of the 3 trading days, buy seats are hot money sales department, while the sale of seats in the figure of 3 institutions.