G whirlwind: drill bit giant Jiang drill second
December 01, 2021
The market volatility in the market is high, and the recent market is strong and volatile, but the opportunities for individual stocks are quite prominent. Many stocks have strengthened against the market and have risen tremendously in the short term. For example, Jiang Diamond (000852) has doubled in just one month. The related listed company G Cyclone (600172) has limited growth, the performance of the two companies is comparable, and the tradable shares of G Cyclone are also heavily controlled by the fund, the price and value are seriously deviated, and the market may also go out of the round when the market is adjusted. The ups and downs of the market.
Production capacity and output are the world's No. 1 G cyclone (600172) of artificial diamond production capacity of about 1 billion carats, sales of artificial diamonds more than 900 million carats. In 2006, with the completion of the technical transformation of the company's diamond production line, the production capacity of diamonds will reach 1.1 billion carats. In 2007, the company's man-made diamonds will further increase to more than 1.2 billion carats. The company's production capacity and output are the highest in the world. The production scale is far ahead in China. The scale advantage not only brings economies of scale, but more importantly, it can guarantee the products. Coverage and quality stability. According to relevant statistics, the world's second-largest diamond company has a production capacity of about 500 million carats, and the third company's diamond production capacity is about 2-3 billion carats. The number of units is about 200-300 units, and the production capacity is no more than 100 million carats. Therefore, the current capacity scale of the Yellow River cyclone in the world is very obvious, and the value is obviously underestimated. The company has recently made important breakthroughs in powder synthesis technology, and the conversion rate of synthetic diamond and the production rate of medium and high grade products have reached the leading level in the industry.
Foreign capital mergers and acquisitions can not be ignored. The full circulation of China's stock market foreign capital mergers and acquisitions will emerge in an endless stream, such as the "China trip" in the construction machinery sector, such as Carlyle, Carter, etc., in the cement sector, Lafarge acquired Sichuan Shuangma. Obviously, most Chinese companies engaged in foreign mergers and acquisitions are leaders or regional leaders in the domestic industry. G Cyclone has been coveted by foreign capital for its world's largest production. At the same time, the company is also actively seeking cooperation with foreign capital. It has successively established Henan Changhe Diamond Co., Ltd. with Korea Xingshou Machinery Industry Co., Ltd., and established a joint venture with Japan United Materials Co., Ltd. to establish Henan United Cyclone Diamond Company, laying a solid foundation for the company's products to enter the international market. . Japan United Materials Corporation is a foreign shareholder of the company, holding 15.3% of the company's shares, and there are potential foreign mergers and acquisitions. Japan United Materials Co., Ltd. is a subsidiary of the well-known Japanese company Sumitomo Foundation, and has world-class technology and equipment for diamond precision products. In the case of allowing foreign investors to purchase A shares a few days ago, Japan has the possibility of further increase in holdings. In such cases, its market value is seriously underestimated.
There is no suspense in technology. The G cyclone has launched a strong rise since the historical low of 3.20 yuan in July last year. The biggest increase before the share reform has reached more than 60%, although there has been a round after the share reform. The contraction adjustment, but can be seen through the reinstatement, the stock's upward trend along the 60-day moving average has been maintained, during which the continuous increase in volume, the adjustment of the shrinkage pattern shows that the main capital operation is extremely patient. Recently, the stock has completed the filling of the right in the form of heavy volume daily limit, followed the market down, and used the extremely fierce way to shake down the warehouse. However, after the support was completed near the 60-day line, it was started again. At present, it has received 5 Yang, and the quantity can continue to enlarge. On Wednesday, it was against the trend, and the MACD indicator once again formed a golden cross. It will be no suspense to continue the upward trend and hit a new high.
