On May 21, the market fluctuated and adjusted throughout the day, and the gem index led the decline. By the close, the Prev index was down 0.42%, the Shenzhen index was down 0.71%, and the gem index was down 0.77%.

In terms of plates, copper foil, AI PC, automobiles, pork and other plates led the rise, while gold, civil explosion, military industry, quantum technology and other plates led the decline.

On the whole, stocks fell more than rose less, and more than 4000 stocks fell in the whole market. Today's turnover on the Shanghai and Shenzhen stock markets is 799.3 billion, a decrease of 196.1 billion compared with the previous trading day.

The short-term market in the past two days has gone too far!

From the end of yesterday to today, one stock can be said to be in the limelight, on the hot stock list of major investment platforms-it is Nanjing Chemical Fiber (600889).

Its "outrageous" degree, in this year's even board stocks can be called unique.

First of all, yesterday 14Bingotickets: 35, Nanjing chemical fiber, which originally maintained the limit, suddenly appeared a dense single smash, and walked out of the "sky floor" within 1 minute.

Even the board stock "6 into 7" failure, for short-term customers, whether it is "checkout" or "brush to change hands" makes sense.

The staff of Nanjing Chemical Fiber Securities Department also told the media thatBingoticketsThe company operates normally, and the fluctuation of the stock price is a market behavior. The fundamentals of the company have not changed much. "

However, it was soon discovered that at 13:47 yesterday, someone had posted a post on the platform of flush (300033) predicting that "Nanjing chemical fiber will have a surprise at 2:34 in the afternoon", which is only one minute short of the actual diving time.

Against such an outrageous background, Nanjing Chemical Fiber is even more exaggerated today.

Early trading stage, the stock almost no suspense limit.

But from 9:30, that is, within 1 minute of the opening of trading, intensive big buying forced the limit board to pry open.

Statistics show that the cumulative turnover in this one minute is 291 million yuan, which is only more than 30 million less than that of yesterday.

By 9:31, its share price had turned red, peaking at 6 per cent in the next few minutes. By the close of trading in the morning, it was still up 2.35%.

After the baptism of high turnover and high turnover (the actual turnover rate is more than 60%), the stock closed higher in early trading and continued to attract the market's attention.

But the lunchtime regulatory intervention has brought some uncertainty.

The Shanghai Stock Exchange announced that the stock price of Nanjing chemical fiber fluctuated sharply on May 20, 2024. The Shanghai Stock Exchange has paid attention to the relevant network information about the stock's stock price trend on that day, and immediately launched the transaction verification, and the corresponding measures will be taken in time according to the verification results. The Shanghai Stock Exchange reminds investors to pay attention to investment risks and comply with the rules and regulations of prudent trading.

After the news came out, at the opening of trading in the afternoon, Nanjing chemical fiber shares once fell back to deep water, but turned red after 14:13, and even rose by the daily limit again, showing the demon stock temperament.

Who is making waves on this stock?

According to media reports, some market people have analyzed that the speculation of Nanjing chemical fiber may be made by hot money. Recently, the chemical sector has risen due to the rise in product prices, and the low-altitude economic plate has driven up carbon fiber concept stocks. However, Nanjing chemical fiber does not have carbon fiber products, and the company has stressed many times that there is no obvious price increase.

In addition, yesterday's Dragon and Tiger list data show that the top five sales department seats "smashed" a total of 30.2281 million yuan.

The most sold seats are seats in Zhejiang Branch of Federal Reserve Securities, known as "Shangtang Road" vest, with a sale amount of 20.85 million yuan, while seats in the business department of Northeast Securities (000686) on Jinkeqiao Avenue in Shaoxing sold the second place, for 16.7916 million yuan. This seat is considered to be a quantitative seat in the industry, and it is worth noting that this seat has also appeared many times in Ai Seiko (603580).

Coincidentally, at 9:48 this morning, two minutes after Baichuan shares (002455) rose and closed the board, another netizen posted a post predicting that the stock "has a surprise at 02:20 in the afternoon."

Perhaps there is a warning of Nanjing chemical fiber, just to 01:43, the stock was continuously smashed open the limit, but the follow-up did not dive sharply.

In addition, in the Tonghua Shunshun Bar, some netizens predicted that Zhongtong bus (000957) (which was also the demon stock of the previous two years) rose by 1:20 in the afternoon.

Oddly enough, the Zhongtong bus really pulled up the sealing plate at 01:20.

Although we do not know which link has a problem for the time being, there must be demons when things are abnormal. I suggest that everyone should be more careful when participating in such stocks in the near future.

And with the regulation of the clear card, the funds involved in speculation (probably hot money) should be afraid, and the follow-up market may also have to play a question mark.

Back to the disk, the recent rapid rotation of the main line, let's briefly take a look at some of today's relatively strong themes.

1) PET copper foil

Some analysts said that PET copper foil plate independent of the new energy track, the recent performance continues to be active, the main trading logic is: copper prices soar, traditional copper foil costs increased, PET copper foil substitution effect highlighted.

According to industry insiders, traditional copper foil is made of pure copper, and the cost of copper accounts for about 84% of the total cost of copper foil. PET copper foil is a new type of composite material, in which there is a 4.5 μ m PET film with 1 μ m thick copper on each side. The cost of PET foil is determined by both PET price and copper price. Due to the low cost advantage of PET material, PET copper foil can bring lower material cost for the battery, in which the comprehensive cost of PET copper foil is expected to be less than 2.9yuan / m2, which has a broad market prospect.

2) Consumer electronics (AI PC, games, AI mobile phones, etc.)

On May 20th, Microsoft announced the launch of a new personal computer (PC) with Copilot capabilities, which can handle more artificial intelligence tasks without the need for a cloud data center. Copilot will soon use OpenAI's newly released GPT-4o, the company said. In a preview Demo, Copilot is using voice to teach users how to mine in the "my World" game.

It is also reported that the dark side of the developer of "Kimi Smart Assistant" is conducting a new round of financing, with investors including Tencent and Gaorong Venture Capital, with an estimated pre-investment valuation of $3 billion. Two days ago, Kimi launched a "reward" function, which allows users to "reward" Kimi through payment, ranging from 5.20 yuan to 399 yuan, with each file corresponding to different priority periods during the peak period.

3) Pork and other agricultural sectors

Muyuan shares hit a new high in intraday trading, and the market capitalization once exceeded 270 billion yuan.

On the news, pig prices have continued to rise recently, from 14.8 yuan / kg before May Day to about 15.4 yuan / kg on May 17, and the rise in pig prices accelerated over the weekend. According to the Feed Industry Information Network, on May 20, the weighted daily average price of live pigs was 15.44 yuan / kg, up 0.8% from the previous day.

Huachuang Securities Research News pointed out that the rise in pig prices may kick off and grasp the key layout window on the right side. Live stocks caused by early fencing and secondary fattening are currently being gradually released. The average weight of live pigs has begun to decline recently. As the periodic supply pressure has gradually cleared, last year's production capacity has been reduced or has begun to realize the effect, and subsequent supplies have declined month by month., demand has increased month by month, and pig prices may enter a new round of upward cycle in the second half of 2024.