Analysis Of The Daily Limit Board: Stocks Suddenly Come Up.

< p > > strong > TMT, the concept stocks broke out strongly, and the 9 concept stocks were collective trading < /strong > < /p >.

< p > today, the TMT plate has a strong explosion. At the close, RAPOO technology, purple light shares, wanderer, Chung Ying electronics, Beijing Jun Zheng, Shun net technology, Qiming star, Yin Zhijie, Donggang shares and other 9 stock trading.

< /p >

< p > news, foreign media reported that Samsung recently submitted a "a" href= http://www.91se91.com/news/index_x.asp patent < /a > to the US patent office.

According to the patent, this dual screen smartphone will break through in the application display interface.

The patent covers many contents, including calendar display, video playback, picture display, game interface and so on.

From these many details, Samsung intends to create a revolutionary product from inside to outside.

< /p >

< p > in addition, previous reports released by the agency showed that the 2013 China wearable device Market Research Report released by AI media showed that the size of China's wearable device market reached 610 million yuan in 2012. It is estimated that by 2015, the size of China's wearable device market will exceed 10 billion yuan, reaching 11 billion 490 million yuan.

< /p >

< p > it is reported that recently, BOE A has developed flexible display screen.

The 9.55 inch AMOLED flexible display developed by BOE is a flexible AMOLED display based on Oxide TFT backplane. It uses plastic substrates, the thickness of the screen is less than 200 microns, and the flexural curvature radius is less than 20mm, ranking the world's leading level.

It is understood that BOE has carried out research and development of flexible display technology many years ago. It has mastered important processes such as flexible substrate fabrication, oxide TFT, OLED light-emitting layer preparation, film packaging and stripping technology, and has completed process integration.

The successful development of this flexible display also indicates that domestic enterprises have made great breakthroughs in technology and technology in the field of flexible display.

< /p >

< p > Guo Jin Securities said that the issuance of 4G licenses means firing shots. The short-term uncertainty is expected to be eliminated. The market will shift the focus to the investment of the three major operators next year and the next few years, and we think that the three major mobile operators in 2014 are expected to exceed their mobile capital expenditure.

< /p >

< p > industry analysis said that in the short term, TMT stocks had some reasons to continue to rise slightly, but they also had to guard against their risks. After all, the valuation of most stocks was still high, and once the central economic work conference revealed the certainty opportunities, the TMT concept was likely to be left aside and reverted to silence.

In the long run, whether the main board or the gem, the layout based on the reform market seems to be more reliable.

< /p >

< p > Qilu Securities believes that short-term attention should be paid to undervalued blue chips, return to strong performance and reasonable valuation of < a href= "http://pop.sjfzxm.com/popimg/fz/index.aspx" > TMT < /a > subdivision area.

Sorting out industry investment logic: Communication: focus on medium and long-term investment logic, 4G investment acceleration and terminal demand volume industrial chain opportunities; electronic components: enter the traditional consumption season, pay close attention to the intelligent terminal industry chain stock market, and layout the 2014 performance of strong 4G intelligent terminal, LED, security, sapphire, and mobile payment and other fields.

< /p >

Under the impetus of "P" media plate and short-term concern about the double benefits of SOE reform and cultural reform, the state-owned cultural media company will usher in double turning points of operation and valuation.

In terms of computers, recently, Amazon's public cloud service AWS has officially landed in China, and CDN service providers have benefited greatly.

The new urbanization plan will be introduced in the near future, focusing on smart city.

< /p >

< p > medium and long term emphasizes the main line of information security investment. It focuses on the localization, the smart city and the upgrading of public information in the key areas of the financial IT and IT industry chain.

< /p >

< p > < strong > high sending and pferring stocks rose 2.25% Anke sharp limit > /strong > < /p >

< p > high sending and pferring stocks continued high and volatile in the afternoon, closing up, the plate rose 2.25%, Anke's trading limit.

< /p >

< p > on the market, most stocks rose, Shin electric motor increased by more than 4%, FENDA technology, Tian Yin electromechanical and fly letter rose more than 3%, Keming face industry, distant photoelectric, Kelite and Bo Yan technology rose more than 2%, and run and software, and pharmaceutical products rose more than 1%.

< /p >

< p > 1 billion 850 million M & amp; acquisition, crown, environmental protection, blue environment, limit to limit, < /p >

< p > December 23rd evening announcement reorganization plan, today's resumption of stock price volatility, early opening high nearly 3%, then quickly fell down once down, and then was pulled up by a large single, sealed up trading.

{page_break} < br / >

< /p >

The company intends to issue shares and pay cash to purchase the 100% equity interest of its pioneer environmental protection (China) Co., Ltd. (hereinafter referred to as the "crown green"). It intends to issue shares to Foshan Nanhai Urban Construction Investment Co., Ltd. (referred to as "Nanhai city investment") to purchase the 30% stake in the Nanhai Gas Development Co., Ltd. (referred to as "gas development"), and to provide financing to the private equity offering of no more than 10 specific investors, and the amount of raised capital will not exceed 25% of the total paction amount of the P, which is estimated to be no more than 744 million 670 thousand yuan. The total amount of funds raised by the company is 10.

< /p >

< p > < strong > New Nanyang < /strong > /p >

< p > > a href= "http://fz.sjfzxm.com/" > New Nanyang < /a > the board announced today that it would restart the issue of shares and purchase assets and raise matching funds.

Previously, the new Nanyang board of directors announced that it would issue 77 million 676 thousand and 400 shares of 48 trading objects including Shanghai Jiaotong University business management center to buy 100% equity interest of Shanghai nlli Education Technology Co., Ltd., and raise matching funds to non-public offering shares of less than 10 specific investors.

The major asset reorganization was approved by the shareholders' meeting in September this year, but it was not approved by the SFC in November 29th.

< /p >

< p > annual report appointment disclosure time approaching speculation path exposure < /p >

< p > some people think of stocks as cultivated land, which means that the season for sowing will be sown, and the harvest season must be reaped.

< /p >

< p > reporter noted that when the time approached 2014, a "harvest" window was being opened: according to the usual practice, the Shanghai and Shenzhen two exchanges will announce the scheduled disclosure schedule of the 2013 annual report of the listed companies before and after the new year's day in 2014.

So what kind of listed companies are easy to be followed by investors? < /p >

< p > Joyoung shares are not "clear" and "/p".

< p > despite the fact that the scheduled disclosure time of the 2013 annual report has not yet been released, the market has already paid much attention to the concept of high sending and pferring stocks.

< /p >

< p > Joyoung's lowest price in December 3rd was 7.08 yuan, the highest price on 16 days has reached 11.82 yuan, and the 10 trading day has increased by 66.95%.

After the continuous rise, Joyoung shares issued a Clarification Announcement on 17 th, saying: "after verification, the controlling shareholder of the company and the company has never planned or discussed the issue of high delivery."

Subsequently, the stock price fell slightly, but yesterday it went against the market by 8.23%, closing at 11.44 yuan.

Analysts believe that the company just said that there was no planning and Discussion on the high pfer, but did not exactly indicate that the implementation of high delivery.

< /p >

The contrast between P and.13 has been rising continuously since November 1st. In December 12th, the stock price hit a record high of.13 days. The announcement of the company clearly indicated that there was no high pfer plan in the profit distribution plan in 2013, and the stock price immediately fell off, and then all the way down. Mai Jie technology shares rose all the way from October 28th to a new high in November 29. The company announced that the 2013 profit distribution plan was not implemented in the evening, and the stock price continued to fall for two consecutive days.

< /p >

< p > analysts believe that the comparison of the above cases fully illustrates the market's concern and expectation for the expectation of high delivery: if the stock price is not broken, the share price will continue to rise; as long as it is expected to break, the share price will easily fall rapidly.

< /p >

< p > < strong > > a href= "http://www.91se91.com/news/index_c.asp" > private placement < /a >: appointment disclosure time is easy to be stir fried "/strong > /p".

< p > reporter noted that many analysts have expressed that there is a certain pattern of speculation in the concept of "high delivery and pfer". The Shanghai and Shenzhen Stock Exchange usually announces the scheduled disclosure schedule for the annual reports of listed companies before and after new year's day.

< /p >

< p > take the situation in early 2013 as an example. In December 31, 2012, the Shenzhen Stock Exchange issued an annual disclosure schedule for the annual report, and the earliest time of appointment and disclosure of the SME Board's annual report was Letong.

Since January 4, 2013, the stock has been trading for three consecutive trading days, and its share price has risen from 5.95 yuan to the highest 7.91 yuan in three days until February 18th.

< /p >

< p > a private company with a long track of high sending and pferring themes told reporters that every year, several small and medium sized boards and GEM companies on the schedule of appointments for annual reports will be heated up by the market.

< /p >

< p > for its reasons, on the one hand, companies that published earlier annual reports are often considered to have good performance; on the other hand, the earlier the companies that publish annual reports, the greater the probability of a high pfer plan.

< /p >

< p > in addition, he also said that a large proportion of listed companies with a large profit increase in 2013 will often have excess returns after the performance bulletin is released.

According to the data, as of December 20th, a total of about 970 companies in two cities disclosed annual reports, including 604 companies, which accounted for about 62%.

The biggest increase in the annual report is Yihua real estate, a net profit of 4190% in 2013, and a net profit of 100 million yuan last year.

< /p >

< p > in addition, analysts also say that the listed companies that are likely to "pick up the hat" are often sought after. From the three quarterly report this year, < a href= "http://www.91se91.com/news/index_f.asp" > ST plate < /a >, the net profits of ST listed Qingdao, ST biochemical, ST Yi paper and other listed companies are all positive.

< /p >