Gem In 2013 Pformed Into "High Handsome" Smart Home Rose To The Top Ten

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< p > opening less than 30 minutes yesterday, < a href= "http://sjfzxm.com/news/index_s.asp" > gem < /a > index rapidly rushed to 1432 points, refresh the historical high; the gem composite index also hit a new high of 1354.26 points at the end of the market, and the two index rose 1.75% and 1.54% respectively.

Gem traded 39 billion 730 million yuan a day, an increase of 23.73% compared with the previous day.

However, compared with Shanghai and Shenzhen index's one-day rise, the gem "V" trend reflects the divergence of the market.

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< p > < strong > one year turned into "Gao Fu Shuai" < /strong > < /p >.

< p > in January 22nd of last year, the gem was opened at 792.31, and it was a record high in the market. Up to now, the growth rate has reached 80.64%.

At that time, the total market value of gem was only 934 billion 630 million yuan, now it is 1 trillion and 657 billion 645 million yuan, an increase of 77.36%.

The valuation of gem also increased from 37 to 58 times, with a float of about 57%.

During most of the period, IPO also stopped.

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< p > statistics show that in the first three quarters of 2013, the net profit of GEM companies increased by 4.99% compared with the same period last year, and net profit totaled 18 billion 904 million yuan.

At present, 186 of the 380 GEM companies released their 2013 performance forecasts. According to the announcement data, these companies achieved a total net profit of about 12 billion 600 million yuan -149 billion last year.

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< p > from the market value, only a year ago, the "a href=" http://sjfzxm.com/news/index_s.asp "gem" /a > the market value of more than 10 billion of only 5, only more than 20 billion yuan of water.

Today, the "billion club" has expanded to 26, with a total market capitalization of more than 20 billion yuan, and the total market value of LETV is 40 billion yuan, and Huayi Brothers also have 36 billion 808 million yuan.

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< p > but it is worth noting that with the surge in the "social value", the group with over 100% earnings has also expanded rapidly. Up to now, there are 68, among which, the dynamic P / E of Tsuen AG is more than 1400 times, and the 5 stocks of the national Teng electronics and the Tian Ze information are all over 500 times.

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< p > < strong > follow the policy orientation and look for the leading point < /strong > < /p >

"P" earlier, "popular securities" has carried out a number of tracking reports on the gem, many authoritative figures have indicated that with the shift of the economic focus, some traditional industries are in a confused future, and policy orientation has brought many themes investment opportunities to the emerging industries, which is the main reason for the surge of the gem.

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Wang Chieh, P strategist a href= http://sjfzxm.com/news/index_s.asp, told reporters: "from the management's determination to pformation and reform, this year will further deepen and implement, and policy guidance is still expected to become the main line of the capital market, and the information consumption, Internet of things, environmental protection and other fields have broad prospects.

As for the differences of gem, it may be mainly reflected in the competition between leading companies and general companies.

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< p > Wang Chieh believes that from the historical trend of the major plates, the gem will gradually move out of some leading companies, which may be large market capitalization or high share price, which has already begun to emerge in the market.

For companies with tap potential, the high P / E rate may mean their future growth.

Those companies are "just to play the role". Even if the share price is not high and the market value is not large, the downward revision of the valuation is a big probability event after the end of the theme rotation.

At present, although the growth of GEM has some integrity, it contains a part of "repeated" factors. After the deep involvement of capital, the withdrawal needs to be carried out in batches and also needs to be chosen.

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This year, online games, online lottery, green lighting, < a href= "http://sjfzxm.com/news/index_s.asp" > smart home "/a", three party payment, cultural media, mobile Internet access, robot, network security, mobile Internet occupy a href= "http://sjfzxm.com/news/index_s.asp" > concept plate < /a > up ten, the annual rise is over 10%.

From the point of view of theme, it is mostly related to information consumption, which is also a key area in economic pformation.

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