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A股 | 遊資憑啥將金健米業(600127.SH)股價打上天?
格隆匯 04-04 10:27

作者:盧丹 

來源: 上海證券報

最近,“屯米”成為微博、微信朋友圈討論的熱門話題。放眼A股市場,一部分遊資也借題發揮,帶動了一批“糧食概念股”股價拔地而起。

其中,金健米業成為這輪“糧食概念股”的領漲標杆。在過去10個交易日內,已攬入8個漲停,累計上漲125.9%。

金健米業10天8漲停

截至4月3日收盤,金健米業在過去的10個交易日內已經狂攬了8個漲停,股價也由啟動前4.37元漲至9.87元。

從今日盤面來看,多路資金經歷了激烈對決,一筆1.17億元的大單在收盤前9分鐘才將金健米業打上漲停板,截至收盤封單為4.6萬手。

金健米業最近2日的成交量已經顯著擴大,由漲停啟動初期約3億元日成交額擴大至約22億元日成交額,追高的風險不容忽視。

從換手率來看,金健米業3月27日換手率為32.55%,4月2日換手率為39.99%,今日換手率同樣高達38.20%。

誰將金健米業股價送上了天?

從盤後龍虎榜來看,遊資接力炒作的現象十分明顯。

從金健米業10日內公佈的8張龍虎榜來看,買賣席位全部是遊資席位,沒有任何機構席位參與。

3月23日金健米業收穫第一個漲停板之日,買一席位為長城證券資陽嬌子大道證券營業部,買入1640.50萬元;

隨後一張榜單中,該席位出現在賣一位置,賣出金額為1701.86萬元;

3月26日,買一席位為東方證券上海浦東新區源深路證券營業部,買入金額5547.60萬元,該席位出現在次日賣一席位,賣出金額5795.26萬元。

而今日盤後龍虎榜顯示,買一席位為財通證券臨安西苑路證券營業部,該席位近日頻繁參與金健米業的炒作。具體而言,該席位於4月1日買入3137.15萬元,居買二位置;後於4月2日賣出3169.05萬元,居賣一位置;今日再買入4662.10萬元,為買一席位。

此外,知名遊資席位中國銀河證券紹興證券營業部分別出現在昨日買二和今日賣三席位,同為“一日遊”。

遊資“哄搶”米麪糧油

除了金健米業,近期還有多隻農業板塊個股備受遊資關注,如京糧控股、西王食品等。

京糧控股於3月26日、3月30日、3月31日收穫漲停,股價上升趨勢也比較凌厲。從龍虎榜數據來看,京糧控股獲得了以散户聚集地著稱的遊資席位的熱捧。西藏東方財富證券拉薩東環路第二證券營業部、西藏東方財富證券拉薩團結路第二證券營業部屢屢上榜。

粵開證券3月30日發表研報認為,隨着事件性因素在全球的蔓延,引發產生糧食安全擔憂,部分國家開始限制糧食出口,受此影響,農業股大漲。

不過,對於國內的糧食安全問題,國家糧食和物資儲備局負責人4月2日接受新華社記者專訪時表示,過度恐慌、搶購糧油,大可不必。

所以,咱就別跟着遊資搶米麪籌碼一樣屯米屯面了,好嗎?

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