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Is China's Zhenhua Corporation taking over Aerospace Changfeng?

#log30
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The rising trend of Aerospace Long March has stopped and the market believes that Zhenhua shares, which rose to the limit today, may take over and follow a similar trend. The reason is that Aerospace Long March is a military and pandemic concept, and stocks that can barely balance these two hot concepts are rare, with Zhenhua shares being one of them. However, these conceptual themes are difficult to grasp, as seen with Aerospace Long March, which despite clarifying that their respiratory machines are not yet registered for sale, still saw a rising trend. Zhenhua shares and Aerospace Long March have similar situations, with a possible long-term collection of chips through quiet turnover. The market continues to be optimistic about Zhenhua shares, unless the military and pandemic concept is disrupted.

Title: "Will Zhenhua Corporation Take Over Aerospace Changfeng?"

Date: "2020-04-09"

Categories:

  • "Log"

The upward trend of Aerospace Changfeng has finally come to a halt. There are speculations in the market that Zhenhua Corporation, which hit the daily limit today, is expected to take over the momentum of Aerospace Changfeng and exhibit a similar trend. The market's reasoning is quite simple: Aerospace Changfeng combines military industry and the concept of the pandemic, and it is rare to find a stock that can barely encompass these two hot concepts like Zhenhua Corporation.

It can only be said that such conceptual themes are very difficult to grasp. Taking Aerospace Changfeng as an example, March 20th can be considered as the day when Aerospace Changfeng started its upward movement. Although the company issued a clarification announcement on March 27th regarding media reports, stating that:

  1. The intensive care ventilator Athena 8500 developed by the company is currently in the product registration stage and has not yet obtained the Chinese medical device product registration certificate. It has not been mass-produced and has not achieved actual sales in China.
  2. The company's self-produced and sold ventilator model is mainly the ACM812A emergency transport ventilator, which only has basic respiratory support functions and cannot meet the more complex clinical respiratory support needs of critically ill patients.
  3. The business scale of the ACM812A ventilator, which is currently self-produced and sold by the company, accounts for a small proportion of the company's overall business. In 2019, the sales volume of this model was 201 units, with sales amounting to approximately 3.25 million yuan, which had a minimal impact on the company's overall performance in 2019.

However, the upward trend was only temporarily halted today. (The RCS concept stocks mentioned yesterday may also experience a similar situation.)

Looking at the average 5-day turnover rate of Aerospace Changfeng (start date: March 20th) and Zhenhua Corporation (start date: April 3rd), it can be seen that there were no significant signs of turnover for Aerospace Changfeng on the 20th, with a turnover rate of less than 5. The daily K-line remained in a sideways trend for a long time. Could it be that chip collection was silently carried out through a long period of turnover? Zhenhua Corporation also had a similar situation with Aerospace Changfeng. Therefore, I also agree with the view that the market and Zhenhua Corporation should continue to be optimistic, unless the concept of military industry and the pandemic is abruptly interrupted.

Aerospace Changfeng and Zhenhua Corporation - 5-day average turnover rate:

Aerospace Changfeng - Weekly K-line chip distribution (March 20th):

Zhenhua Corporation - Weekly K-line chip distribution (April 3rd):

Real trading journal (Started the simulated trading on the 4th today~~):

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