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A股一季度连板王盘点:艾艾精工和克来机电齐获13连板并列榜首,深中华A拿下11连板位列第三

A-share ranking in the first quarter: AI Seiko and Klay Mechatronics both won 13 consecutive boards and tied for the top of the list, while Shenzhen China A won 11 consecutive boards and ranked third

cls.cn ·  Mar 30 13:43

① Continuous bullish stocks emerged in the first quarter. At most, AI Seiko and Klay Mechatronics experienced 13 consecutive ups and downs. At the beginning of the year, Shenzhen China A had 11 consecutive boards and ranked third; ② Attached is the ranking of the number of consecutive A-share listed companies in the first quarter of 2024 (attached table).

Financial Services Association, March 30 (Editor Ruo Yu) Choice data shows that since the beginning of the year, AI Seiko, a new industrial concept stock whose main business is R&D, production and sales of lightweight conveyor belts, and Klei Mechatronics, a supplier of flexible automation equipment and industrial robot systems applications, closed 13 consecutive markets on March 21 and February 27, respectively, and tied as A-share leaders in the first quarter. Shenzhen Zhonghua A, the main business of which is the jewelry gold business and the bicycle and lithium battery materials business, was ranked third in 11 consecutive markets at the beginning of the year. In addition, Dali Pharmaceutical, Ruineng Technology, Yongyue Technology, Huayang Lianzhong, Lanke Hi-Tech, Guomai Culture and China Television Media all won 8 consecutive championships in the first quarter. See the chart below for details:

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It is worth mentioning that while Klei Mechatronics had 13 consecutive ups and downs, the cumulative increase in stock prices since the beginning of the year of 108.68% also ranked first in the first-quarter growth list. According to information, Klei Mechatronics is deeply involved in the application of flexible automation equipment and industrial robot systems, and is committed to the research and development of intelligent manufacturing equipment and robot system integration core technology, production and sales of products. The company announced on January 25 that the net profit due to mother is expected to be 91.4799 million yuan to 97.9221 million yuan in 2023, an increase of 42% to 52% over the previous year. At the beginning of February, “new quality productivity” became a hot topic. Klei Mechatronics announced on the evening of February 27 that the new quality productivity concept covers a wide range of fields. The company's current main business is still intelligent equipment and auto parts. It belongs to the traditional manufacturing sector. The company's related products have not changed, and the stock price closed down the next day after the announcement. However, by the close of trading on March 6, Kelai Mechatronics had once again risen and stopped, recording 15 boards in 24 days.

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Ai Seiko, which also became the “king of the A-share series” during the year, rose 87.44% during the same period, ranking third in the first quarter growth list. AI Precision is a traditional, non-high-tech industry. Its main business is R&D, production and sales of lightweight conveyor belts. The main application areas of its products are traditional industries such as logistics. The company announced on January 31 that it expects to achieve net profit of 5.5 million yuan to 8 million yuan in 2023, turning a loss into a profit over the previous year. Furthermore, AI Precision said on an interactive platform on March 7 that films for solar cell packaging are mainly positioned in special niche products, such as Topcon special PoE film, perovskite thermoplastic PO (polyolefin) film, heterogeneous transition light film, etc., but the company is still in the R&D stage and has not yet been put into production. Ai Seiko announced on the evening of March 21 that its stock had an obvious drumming effect. There is a risk of irrational speculation, and there is a possibility of a rapid decline at any time. The announcement closed the next day with a sharp drop of more than 8%, stopping 13 consecutive days.

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Shenzhen China A rose 101.15% over the same period, ranking second only to Krei Mechatronics in the first quarter. Shenzhen China A's main business is bicycle and lithium battery materials business and jewelry gold business. The company announced on January 30 that it expects net profit of 12 million yuan to 18 million yuan in 2023, which will turn a loss into a profit. Shenzhen China's AQ3 net profit is 191,600 yuan. Based on this calculation, Q4 net profit is expected to be 6.9461 million yuan to 129.461 million yuan, an increase of 3,525% to 6657% over the previous month. The reason for the change in performance was mainly due to the completion of the work related to the non-public offering of shares in the fourth quarter of 2022, raised RMB 294 million in capital to supplement working capital to develop operating business, and the increase in the company's revenue in 2023 compared to the previous year.

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The main products of Dali Pharmaceutical, which mainly produces traditional Chinese medicine injections, are “Zhongjing Brand” Xingnangjing Injection and Shenmai Injection. Some industry insiders told the Financial Federation reporter that with the lifting of restrictions on some varieties of traditional Chinese medicine injections, the market may reach 100 billion dollars in the next few years; in addition to the acceleration in sales of the traditional Chinese medicine injection market due to medical insurance restrictions, the return to normal in-hospital diagnosis and treatment services in the post-pandemic era is also beneficial to the overall increase in sales of the injection market. Perhaps benefiting from favorable expectations brought about by this year's medical insurance release restrictions on traditional Chinese medicine injection varieties, the company's stock price closed on March 21 and won 8 consecutive shares. However, what was the impact on the company's products after the medical insurance limit was lifted, Dali Pharmaceutical only told the Financial Federation reporter: “Production and operation are normal now.” After the company went up and down eight times in a row, it reversed its high position and fell to a standstill for another three characters in a row.

Ruineng Technology once stated on an interactive platform that the company's RA1 and RA3 series servo drives and MC2 and MA3 series servo motors have been applied to the robotics field, including four-joint and six-joint industrial robots and collaborative robots with different loads. Ruineng Technology announced on March 26 that the net profit due in 2023 was 59.195,800 yuan, an increase of 10.30% over the previous year. The company plans to distribute a cash dividend of 1 yuan (tax included) for every 10 shares to all shareholders. Yongyue Technology's drone business is mainly the R&D, manufacture and sale of intelligent unmanned aerial vehicles, mainly for industrial applications (police, fire, inspection, surveying, mapping, etc.). The company's positioning is mainly production, involving the production of complete machines, parts production, and contract processing. Currently, it is mainly used in the civil sector. Yongyue Technology announced on March 15 that as of the third quarter of 2023, the company's drone business revenue was about 2.8 million yuan, which has not had a significant impact on the revenue of listed companies.

Huayang Lianzhong's main business is to provide customers with comprehensive Internet marketing services. Wang Xiaoxuan of China Post Securities and others reported on March 24 that on February 4 and 5, the company launched the full-process AI Lunar New Year short film “The Year of the Dragon Realm”; on March 23, the company tested SunoV3 and assembled cutting-edge AI generation technology to produce “Heavy Metal Edition”. On March 24, the company announced that it will be connected to Kimi, and Xiaomai Marketing Assistant will launch version 3.0. The final actual controller is Lanke Hi-Tech's main gas storage and oil storage tank from the State Council's State-owned Assets Supervision and Administration Commission. It is one of the few suppliers that have also obtained first-class supplier qualifications from the three major domestic oil companies. According to public information, Lanke's high-tech hydrogen energy products mainly include hydrogen production and hydrogen storage equipment, as well as liquid solar hydrogen fueling stations that have completed certification of results. The company also participated in 42.2% of the shares of Blue Ocean Intelligent Technology Co., Ltd., which mainly develops, produces and manufactures sensors, M2M terminals, IoT platform development, and industrial robots.

Guomai Culture, a unified Internet entertainment business platform owned by China Telecom, said on an interactive platform on March 27 that the company released the first AI cloud application platform “Guomai Culture AIGC Ecological Cooperation Platform” on March 25, 2024, and built three scenario modules of “Yunzhi, Yunqing, and Yunsheng”. In addition, Guomai Culture empowers its existing business through AIGC-related technology, which is currently mainly used in the digital human field, and has launched various topics such as AI comic novels and AI digital human commentary in the AI section of the company's video application Tianyi Ultra HD App. China Television Media, the only listed company owned by CCTV, released a performance forecast on January 30, saying that in 2023, net profit is expected to be about 258 million yuan to 298 million yuan, reversing losses from the previous year. China Television Media said that the main reason for the pre-profit performance was a steady increase in the company's overall operations in 2023, and the advertising business and travel business turned losses into profits.

The translation is provided by third-party software.


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