Core Viewpoint - The number of stocks priced at or above 100 yuan in the A-share market has increased steadily, surpassing 100 stocks again, reaching a total of 101 stocks as of July 29 [1][4]. Group 1: Market Performance - The overall performance of the hundred-yuan stock group is strong, with many stocks supported by good earnings growth [2]. - The increase in the number of hundred-yuan stocks often coincides with overall market uptrends and heightened market activity [3]. Group 2: Historical Trends - In February, the number of hundred-yuan stocks exceeded 100 but fell below that threshold to 90 by the end of the month. By March, the number further decreased to 88 [6]. - Following a significant market drop on April 7, where the Shanghai Composite Index fell by 7.34%, the number of hundred-yuan stocks plummeted to 67 [7]. - Afterward, the A-share market showed resilience, leading to a gradual recovery in the number of hundred-yuan stocks, which fluctuated between 80 and 90 during May and June [8]. - Since July, the market has accelerated its upward trend, resulting in a steady increase in the number of hundred-yuan stocks, surpassing 100 again [9]. Group 3: Stock Distribution - As of now, the distribution of hundred-yuan stocks by listing board shows that the Sci-Tech Innovation Board has the highest number at 45, followed by the Growth Enterprise Market with 28, and the Main Board and Beijing Stock Exchange with 25 and 3, respectively [12]. - In terms of industry distribution, the electronics sector leads with 30 stocks, followed by the pharmaceutical and biological sector with 16, and the computer sector with 14. Other sectors like power equipment, food and beverage, automotive, and machinery also have more than 5 stocks each [12]. Group 4: Market Capitalization - Among the hundred-yuan stocks, 4 have a market capitalization of over 1 trillion yuan, 20 have a market capitalization between 100 billion and 1 trillion yuan, 67 are between 10 billion and 100 billion yuan, and 10 are below 10 billion yuan [13]. - The distribution of different market capitalizations within the hundred-yuan stock group is relatively balanced, with a higher number of medium-sized stocks [13]. Group 5: Stock Performance - Of the 101 hundred-yuan stocks, 77 have seen their prices increase since 2025, accounting for over three-quarters of the group, with 11 stocks experiencing a cumulative increase of over 100% [14]. - In terms of earnings, 70 of the hundred-yuan stocks reported positive year-on-year net profit growth for 2024, with 58 also showing positive growth for the first quarter of 2025 [15].
A股百元股，超百只！
证券时报·2025-07-29 10:21