On Monday, the A-share restructuring and merger concept continues to be "hot", and the sector once again sets off a wave of limit-up.

As of press time, more than 20 stocks including Micro-Tech Optronics, Xujie Technology, and New Power Technology have hit the limit.

Among them, the "strongest concept stock" Hainan Shuangcheng Pharmaceuticals recorded 24 straight limit-up days in the intraday trading, Dongguan Huali Industries obtained 12 consecutive limit-up, Guangdong Songfa Ceramics 8 consecutive limit-up, SPIC Industry-Finance Holdings and SPIC Yuanda Environmental-Protection 6 consecutive limit-up, Shenzhen Original Advanced Compounds 5 consecutive limit-up, Datang Telecom Technology 4 consecutive limit-up.

It is worth noting that since the release of the "six regulations on mergers and acquisitions" on September 24, the concept of mergers and acquisitions has been continuously rising for more than a month.

Currently, the cumulative increase has exceeded 50%.

A new round of peak period.

According to incomplete market statistics, since early September, more than 30 listed companies have been suspended from trading due to major asset restructuring matters.

Among them, these mergers and acquisitions are mainly concentrated in 'hard technology' M&A, central SOE mergers and acquisitions, and private enterprises acquiring assets.

Semiconductors and the pharmaceutical industry have become the main tracks for listed companies' M&A in this round.

Previously, central SOE mergers and acquisitions including China CSSC with China Shipbuilding Industry Corporation, GTJA with Haitong Sec, etc., have attracted significant market attention.

Last night, the plan of Hirisun Technology to exchange shares and absorb Hanqi Turbine B also caused quite a stir.

Because this transaction not only is a rare 'B to A' new case, but also a 'big fish swallowing a small fish' type restructuring reappearing.

From the new 'Nine Articles on State-Owned Enterprises' to the 'Six Articles on Mergers and Acquisitions' being released, the restructuring and mergers of listed companies have also entered a new climax period.

On September 24, the China Securities Co.,Ltd. released the "Opinions on Deepening the Reform of Mergers and Acquisitions of Listed Companies".

Wu Qing, the Chairman of the China Securities Co.,Ltd., stated that restructuring $ merge is a major event in the capital markets. The capital markets further promote the efficient allocation of resources through facilitating corporate mergers and acquisitions.

This marks the beginning of a new era of mergers and acquisitions of listed companies with the "Six Guidelines for Mergers and Acquisitions".

Recently, BSE held two special symposiums separately for brokerages and listed companies, preaching the spirit of the "Six Guidelines for Mergers and Acquisitions" on-site. They listened to the brokerage's preparation status for mergers and acquisitions projects, the issues encountered during the listing companies' promotion process, and suggestions for the development of the BSE market for mergers and acquisitions.

This indicates that the mergers and acquisitions of BSE will also kick off.

Institutional analysis of the future market

As the A-share market enters a new round of mergers and acquisitions cycle, cases of capital market asset restructuring continue to emerge.

Mergers and acquisitions concept stocks are becoming more and more "excited".

China Securities Co.,Ltd. stated that in the past few months, the merger and restructuring activities of technology companies have significantly increased.

The acquisition of "hard technology" companies is more active, which helps with technological innovation and resource integration. The introduction of the "six regulations on mergers and acquisitions" will further encourage listed companies to transform and upgrade towards strategic emerging industries and future industries through mergers and reorganizations.

Galaxy Securities pointed out that three future directions are worth paying attention to: firstly, central SOE mergers and reorganizations, especially in the real estate industry; secondly, mergers and reorganizations of companies listed on the STAR Market, especially in industries such as computers, electronics, and machinery; thirdly, mergers and reorganizations in the financial industry, especially in the brokerage industry.

Caitong Strategy believes that under the theme of "strengthening supervision, preventing risks, and promoting high-quality development", the new regulations on mergers and reorganizations in China's capital markets focus on two main directions: new productive forces and industry integration.

Regulators are strengthening the supervision of listed companies, preventing risks, and promoting high-quality development through policy optimization. The key lies in technological innovation and industrial adjustments, which contribute to technological advancement and industrial optimization.

Focus on the direction of new productive forces such as national defense and military industry, TMT, biomedical, electric vehicles, and advanced manufacturing, as well as industry integration directions led by central SOEs in brokerage, steel, non-ferrous metals, and utilities.