从个股来看，2017年以来仍是结构分化市场。统计显示，剔除2016年12月以后上市的次新股和长期停牌股票，在可统计的2648只个股中，今年有606只个股跑赢大盘，占比略高于20%。涨幅超过20%的个股有24只。The national reform concept stocks and military industry stocks are the two major camps of strong stocks, while the secondary new stocks have become the disaster area of sharp decline.Some of the early strong high delivery and equity transfer concept stocks have also started to make up for the decline.
Military industry theme of national reform
Become the main force of strong stock
Statistics show that, excluding secondary new stocks and long-term suspended stocks listed after December 2016, among the 2648 stocks that can be counted, 758 stocks with positive growth since this year, accounting for about 28.62%.606 stocks (22.89%) rose more than 1.48% (i.e. outperformed the market).
There are 24 stocks with an increase of more than 20%.National reform concept stocks and military industry stocks are the main force of strong stocks in 2017.Many strong stocks have these two hot concepts, such as Changchun Yidong, Xiyi, Beihua, * ST black leopard, Beifang, etc.
Statistics show that the sun cable won the “king of gains” in 2017, and the stock has increased by 59.33% since the beginning of this year.It is reported that the aerospace company’s R & D of high-temperature cables has doubled since December 27, 2016, and the company’s R & D of high-temperature cables has been completed.However, the sharp rise was followed by a sharp drop.Since it reached a record high of 20.19 yuan on January 20, its share price has dropped by two consecutive limits, and it has been adjusted and shaken in the past two trading days.
Changchun Yidong is also a typical example of a strong stock making up for the fall, with two concepts of national reform concept stock and military industry, with a cumulative increase of 52.23% since the beginning of this year.Since 2017, the stock price has been climbing, and this Tuesday hit a record high of 47.34 yuan.The company announced on the evening of January 24 that the net profit attributable to shareholders of Listed Companies in 2016 is expected to increase by about 1053% compared with the same period last year.However, after the good cash, the stock opened low yesterday, after the low volume limit.Another military dividend shares, this year’s increase of 46.55%, yesterday after a new stage of high rapid decline, closing down 4.34%.
Since the beginning of this year, Xinya manufacturing process and Tongli cement have increased by more than 50%.The former has a sapphire concept and participates in the new third board, while the latter is a local state-owned reform concept stock.At present, both of them are in a state of suspension due to stock price changes.Hunan Tianyan and western construction, which have the state-owned assets reform of central enterprises, have also increased by more than 40% this year.此外，今年涨幅居前的还有深圳香港通概念股，包括七证藏药、云南铜业、京东方A和浙江世宝。高送转概念股两极分化，部分个股已进入暴跌模式，而贝特科技、乐信医疗、云逸电气和丰林集团则继续保持强势地位。