On March 1, the concept plate of "counting from the east to the west" rose again. According to wind data, the East West calculation index closed up 1.47% on the same day. Many concept stocks such as jialitu and zhenshitong rose by the limit, and the capital online rose by more than 10%. Since the project of "counting from the east to the west" was launched, relevant concept stocks have risen repeatedly. From February 18 to March 1 closing, many concept stocks rose the limit continuously. Meiliyun harvested 8 consecutive boards, with a cumulative rise of more than 114%. Jiaritu achieved 6 boards in 8 days, with a cumulative rise of more than 76%, yimicon rose more than 102% and capital online rose more than 79%. This phenomenon has also aroused the continuous attention of regulators. On the evening of February 28, the Shenzhen Stock Exchange issued a concern letter to Zhizhen technology, asking the company to confirm whether there is undisclosed major information and whether there is suspected insider trading. From February 18 to February 28, Zhizhen technology rose the limit for seven consecutive days, and its share price rose by more than 94%. This is not the first company to be concerned by regulators. The reporter of the economic information daily noted that on February 22, Nanling technology, a concept stock related to "counting East and counting West", received a letter of concern from the Shenzhen Stock Exchange, asking to explain whether the company took the initiative to cater to market hotspots and hype the company's share price. Since February 18, Nanling technology has risen for three consecutive trading days, with a cumulative increase of more than 34% to February 22; On February 24, imikang received a letter of concern, asking to explain the specific relationship between the "East data and West calculation" project and the company's business in the field of information and data, and verify whether there are other undisclosed information that should be disclosed. From February 18 to February 23, imikang raised the limit for four consecutive trading days, with a cumulative increase of 107.48%. In terms of the reply, yimikang said in its reply to the concern letter on February 28 that in the short term, the start of the project has no direct impact on the company's business, and in the long term, there is also great uncertainty about its impact on the company's performance. When replying to the letter of concern on February 24, Nanling technology also said that as of the announcement date, the company had not directly participated in the construction of the "East number West calculation" project, and the launch of the "East number West calculation" project had no direct impact on the company's business. The reporter found that the performance of some concept stocks with hot market performance is not optimistic. According to wind data, as of March 1, among the 21 "East data and West calculation" concept stocks that have released the performance forecast of 2021, only more than 30% of the performance is expected to be happy, and the rest are loss or performance pre reduction. Zheda.com expects a loss of about 630 million yuan to 540 million yuan in 2021, and the net profit decreased by 986.79% to 1134.59% year-on-year; Zhizhen technology is expected to lose 78 million yuan to 58 million yuan, and its net profit decreased by 187.32% to 217.43% year-on-year; Capital online expects its net profit to decline by 47% to 55% year-on-year; Merrill cloud expects a loss of 15 million yuan to 10 million yuan, and its net profit decreased by 120.61% to 130.91% year-on-year. In addition, the reporter noted that some major shareholders of concept stocks reduced their holdings at the recent stock price high. On the evening of February 24, both capital online and youkede released announcements related to the reduction of major shareholders. From February 18 to February 24, capital online rose by more than 61%. On the evening of February 22, Nanling technology announced that Dongfang Fuhai, the shareholder of the company, had reduced 3.99 million shares of the company through centralized bidding and block trading from January 18 to February 22, 2022, accounting for 3.03% of the total share capital of the company. Fu Lichun, an economist and founding partner of Yuntai capital, believes that in the short term, the current popularity of the concept of "counting from the east to the west" is more psychological expectation. From the perspective of long-term and fundamentals, investors still need to be cautious and carefully study the fundamentals of the investment object and the actual relevance with relevant concepts. "'counting from the east to the West 'may form some positive and support for relevant sectors. However, at present, there are most elements of concept speculation. It may still be a guess which enterprises can really benefit, and ultimately depends on whether they can be reflected in their performance." Yang Delong, chief economist of Qianhai open source fund, said. (Xinhua News Agency)