中国证券报消息，今日（10月28日）开盘，区块链逾百股竞价一字板涨停，这是上周末区块链各种意念盘交出的答卷。
The Chinese Securities Agency reported that it opened today (28 October) and that over 100 shares of the block chain had risen and stopped. This was a response to various offers from the block chain over the past weekend.
不仅涨停股数量惊人，封涨停板的资金也是相当可观。浙大网新、新湖中宝、易见股份封单金额超40亿元。
Not only is the amount of stock cut-off going up and down, but the amount of money going up and down is also quite significant. The amount of a new net, a new lake treasure, and an easy-to-see equity seal is more than $4 billion.
逾百股竞价一字涨停
More than 100 shares of the competition has been suspended
早盘竞价封单金额居前的区块链概念股
Unit for the concept of block chain where the amount of an early bid seal precedes
数据来源：通达信
Data source: Tondton
港股方面，28日开盘区块链概念股也纷纷大涨，截至发稿时，桐成控股、雄岸科技等涨幅超50%，美图公司、栢能集团、卓尔智联、慧聪集团等也有显著上涨。
On the port side, there was also a surge in the concept of open block chains on 28 September, and at the time of publication, there had been an increase of more than 50 per cent in titanium holdings, makhallya technology, etc., as well as a significant increase in Mets, Xianjin, Tshor Jiqing and Quantity Group, among others.
资料来源：Wind
Source: Wind
在区块链板块带动下，三大股指集体高开，上证指数上涨0.13%，深成指上涨0.63%，创业板指数上涨0.72%。
Driven by block chains, the three main shares represent a collective upturn, with the upward index rising by 0.13 per cent, which means an increase of 0.63 per cent and an increase of 0.72 per cent in the entrepreneurship index.
意念盘大爆发与上周末的发酵分不开。在互动易平台上，上周末有关区块链的提问与回复超过800条，大量公司表示，在区块链领域有业务布局。截至10月27日晚间23:17，仍有上市公司在互动平台表示有区块链业务。
On the interactive platform, more than 800 questions and responses were received on block chains last weekend, and a large number of companies indicated that they had a business layout in the area of block chains. As of the evening of 27 October, at 23:17, there were still listed companies in the interactive platform indicating that they had a block chain.
图片来源：深交所互动易平台
Image source: Interactive platform for deep encounters
据不完全统计，在互动平台上表示与区块链有关的上市公司如下：
According to incomplete statistics, listed companies associated with the block chain are indicated on the interactive platform as follows:
卫士通：控股股东称公司是国内最早从事区块链技术研究的主力军。
guard: shareholders claim that the company was the first major force in the country to engage in technical research on block chains.
麦达数字：参股公司涉及数据加密技术和区块链技术。
Mada : Participating companies are involved in data encryption techniques and block chain technologies.
京蓝科技：下属公司区块链农业生产溯源系统通过区块链信息服务备案。
KyolanTechnology: A system of traceability for agricultural production in the sector chain of a subsidiary company is filed through the block chain information service.
浩云科技：区块链技术将逐步应用在公司相关业务中。
国脉科技：公司持续探索区块链、人工智能、大数据等前沿技术的应用及融合创新。
美亚柏科：区块链技术已初步应用于公司的电子数据存证等业务领域。
爱康科技：已有区块链记账服务平台、区块链数字资产安全和管理平台。
AikangTech : A block chain accounting service platform, block chain digital asset security and management platform already exists.
榕基软件：公司已在区块链应用探索与创新上开展了相关工作。
宣亚国际：公司参股公司链极智能科技(上海)有限公司致力于用区块链技术在供应链金融、智慧港口、区块链食品溯源等领域服务实体经济、服务国家战略。
Asia International : Corporate Participation Chain Intelligent Technology (Shanghai) Ltd. is committed to serving entity economies and service national strategies in the areas of supply chain finance, smart ports, block chain food traceability, etc.
天喻信息：公司开展的税控终端及面向纳税户企业的增值服务业务、物联网技术服务云平台及增值服务业务中会运用到区块链的相关技术，公司会继续关注区块链技术的发展及应用。
skyscraper : relevant technologies that can be applied to block chains in companies' value-added service terminal and value-added service operations for taxpayers' enterprises, physical networking technology service cloud platforms and value-added service operations, and companies will continue to follow the development and application of block-chain technologies.
美盈森：公司参股的浙江甲骨文超级码科技股份有限公司旗下核心产品“两个平台一个载体”，分别为以区块链为底层技术架构的“超级码 PaaS 开放平台”和“超级农业大脑云平台”，以及“一物一码”产品身份证的应用载体。
: The core product of Zhejiang Oracle Supercoded Technology Inc., in which is involved, is “two platform one carrier” for the “Supercode PaaS Open Platform” and the “Super Agricultural Brain Cloud Platform” for the underlying technical architecture, as well as the application vehicle for the “one-size-one-size” product identity card.
10月28日一早，就有上市公司发布公告，证明涉及区块链业务。
Early on 28 October, the listed company issued a circular attesting to its involvement in block chain operations.
另外，Wind数据显示，今年以来还有华宇软件、金财互联等公司发布过与区块链有关的公告。
In addition, Wind data show that since this year there have been announcements related to the block chain issued by companies such as Hua Woo Software and Financial Interconnection.
图片来源：Wind
Image by Wind
与此同时，有关区块链的研报也密集出炉，成为机构的热议话题。
At the same time, research on the block chain has been intense and has become the subject of much discussion in the institutions.
图片来源：Wind
Image by Wind
与近些年市场上公认的热门大题材——上海自贸区、雄安、创投相比，此次区块链的行情火热有过之而无不及。
Compared to the popular topics recognized in recent years in the market -
经过这两天发酵，市场已经充分了解了区块链产业的前景以及重要性，接下来的问题是：面对这么多的一字涨停板，上不去车但想上车的人该怎么办？在对未来不知所措时，不妨从历史中寻找答案。
After these two days of fermentation, the market has become fully aware of the prospects and importance of the block chain industry, and the next question is: What will happen to those who cannot get in the car and want to get in the car in the face of so many word-and-word locks?
上海自贸区：走出三波行情
Shanghai Free Trade Area: Three Waves Out of and nbsp;
上海自贸区概念自2013年7月国务院常务会议原则通过《中国（上海）自由贸易试验区总体方案》开始，伴随着政策面的进展，一直持续到当年9月底，3个月时间内经历了三波行情。
The Shanghai Free Trade Zone concept, which began in July 2013 with the adoption of the General Programme for the China (Shanghai) Free Trade Experiment Area in principle by the State Council's Standing Meeting, has been accompanied by policy developments until the end of September of the year, with three waves of events over a period of three months.
第一波行情发生在7月上旬，领涨的是上海物贸，当时市场并没有太大反应，仅有上工申贝、华贸物流、大众公用等个股有跟随行为。
The first wave, which occurred in early July, was dominated by Shanghai goods trade, when the market did not react too well, with only the shares following, such as those of Schengen, Chinese trade logistics and public utility.
第二波行情基本贯穿8月份，龙头股还是上海物贸，但经过7月下旬的冷静和再认识，市场对这个题材已经有了更深层次的看法。期间，上海物贸、华贸物流涨幅翻倍，浦东金桥、锦江投资、东方创业等个股涨幅也在50%以上。
In August, the second wave was largely dominated by Shanghai goods trading, but, after calming and rediscovering in late July, the market took a deeper view of the subject. During this period, Shanghai goods trading, Chinese trade logistics, etc., doubled, and the shares of Pudong King Bridge, Jinjiang investment, and Eastern entrepreneurship increased by more than 50%.
上海物贸期间走势图
Trends during Shanghai Trade
资料来源：通达信
Source: Tontazin.
第三波行情，始于8月26日，当日有22只个股涨停，一直持续到9月底。外高桥涨幅最大，期间最高涨幅近400%，成为绝对的龙头。
The third wave, which began on August 26, saw 22 shares rising and stopping until the end of September. The biggest increase occurred in the outer high bridges, with the highest increase of nearly 400% during the period, becoming the absolute leader.
外高桥期间走势图
Trends during the Outer High Bridge
资料来源：通达信
Source: Tontazin.
若以2013年7月4日上海物贸涨停，到2013年9月25日外高桥收出最后一个涨停（随后见顶回落）来计算，期间共有15只个股涨幅超100%，上海物贸、外高桥涨幅超300%。
If the Shanghai goods trade stopped on 4 July 2013 and the last up and down of the Outer High Bridge was collected by 25 September 2013 (and then the top fell), 15 shares increased by more than 100 per cent and the Shanghai goods trade and the Outer High Bridge by more than 300 per cent during the period .
2013年7月4日-9月25日部分涨幅居前上海自贸区概念股
Partial increase in the concept unit of the former Shanghai Free Trade Area from 4 July to 25 September 2013
数据来源：Wind
Source: Wind
雄安板块：公司扎堆“蹭”热点
> & nbsp > : companies pile up hot spots > ;
雄安板块起伏较大，前后持续约3个月时间。
The male flats have a large ups and downs and last about three months.
2017年3月30日，雄安新区建设消息公布，经过清明小长假发酵，4月5日开盘，京津冀三地本地股大面积涨停，当日共计约80只个股涨停。
On 30 March 2017, the news of the construction of the new area was released. After a long break from Ching-ming and the opening of the plate on 5 April, the three local shares in Kyung Jin-jin rose significantly, with a total of about 80 shares on that day.
具体来看，4月5日-12日，是板块情绪最为亢奋的阶段，大量个股连续一字涨停，最后以华夏幸福的放量阴线宣告结束。
Specifically, from 5 to 12 April, the most emotional phase of the plate took place, with a large number of shares moving up and down in consecutive words and finally ending with the clitoris of Happiness in summer.
华夏幸福期间走势图
A picture of what happened during summer's happiness.
资料来源：通达信
Source: Tontazin & nbsp;
之后经历短暂修整，4月24日-5月2日，冀东装备开始接力，博深股份、保变电气等个股走势同样活跃。
After a brief overhaul, from 24 April to 2 May, the Xingdong equipment began to be connected, as did the movement of shares, such as deep shares, security electrical systems, etc.
再往后板块转向细分概念炒作，如装配式建筑、地热能、体育小镇等，走出了太空智造、汉钟精机等个股。
In turn, the back plate turned to the sub-conceptions, such as assembly buildings, geothermal energy, sports towns, etc., and moved out of space geniuses, Hanjong machines, etc.
在雄安概念炒作过程中，有大量公司表示在雄安新区有业务存在或者称公司会积极参与雄安新区的经济建设，“蹭”热点现象层出不穷。
In the course of the Yuan concept campaign, a large number of companies have indicated that they have a business presence in the Yuan New Zone or that they will be actively involved in the economic development of the Yuan New Zone.
创投概念：演绎跨年度行情
Initiation: .
以Wind创投指数为例，自2018年11月5日启动，一直持续到2019年3月底，成为跨年度的行情。
In the case of Windows, it was launched on 5 November 2018 and continued until the end of March 2019 as an inter-annual event.
创投指数走势图
Create an exponential picture of the situation
资料来源：Wind
Source: Wind
不少个股在第一阶段上涨后大幅回调，如光洋股份、德美化工等等。
A number of shares, such as luminous shares, beauticians, etc., have returned significantly after the first phase of the increase.
光洋股份期间走势图
Figure showing trends during the solar stock period
资料来源：通达信
Source: Tontazin.
即使在第二波行情中，有的再也没有回到原来高点，如民丰特纸、创业黑马、亚振家居等等。
Even in the second wave, some have never returned to their original heights, such as the Minfint paper, the Black Horse, the Yajin family home and so forth.
民丰特纸期间走势图
Map of the situation during the Minfong paper period
资料来源：通达信
Source: Tontazin.
市北高新、复旦复华、张江高科等个股成为这次行情的最大赢家。
One of the largest winners of the campaign was the shares of the city's north high-supreme, the city's second-high-high-high-rise, the city's second-high-high-high-high-rise, and Zhang Gang Goko.
市北高新期间日线图
Sunline map of the city's northern highland period
资料来源：通达信
Source: Tontazin & nbsp;
从这些历史经验中可以得知：
From these historical experiences, it can be seen that:
1. 历史性的大题材具有一定持续性，一般在3个月左右。
1. Historical issues have a certain continuity, usually in about three months.
2. 行情大都有2-3波走势，但后期整体性不如前期。
2. There are two to three waves of behaviour, but later periods are less general than the previous period.
3. 当行情走完最为亢奋阶段，个股可能会有较大幅度回调。
3. When the most exhilarating stages of the journey are completed, the shares may have a much larger return.
4. 对于“蹭”热点公司，仍需谨慎对待。
4. Care still needs to be taken in the case of hotspot companies. & nbsp;
至于区块链的投资机会，国金证券表示，区块链已上升至国家战略高度。“区块链+”将继“互联网+”之后引领下一次产业变革大潮。“区块链+”的投资节奏可以参照上一波“互联网+”大潮，即从基础设施到行业应用再到产业生态。
As for investment opportunities in block chains, the gold securities state that the block chain has risen to national strategic heights. The block chain+ will lead the next wave of industrial change after the Internet+.
第一大类，“区块链+”淘金时代做“铲子”的公司。区块链原生态应用发展阶段，诞生了类似比特大陆、嘉楠耘智等一批成功的做“铲子”的公司，这些公司是区块链原生态应用发展的基础底座。同理，在区块链向垂直产业渗透时，必然也会利好相关的做“铲子”的公司。现阶段重点推荐硬件基础设施公司浪潮信息（服务器），同时建议积极寻找和关注有可能提供软件基础设施的相关公司。
第二大类，垂直行业的科技龙头——“区块链+”潜在的产业王者。回顾“互联网+”大潮，二级市场上行业发展最受益、成长最快的公司都是专注于垂直产业的科技龙头。目前，金融领域是最有可能实现“区块链+”落地的领域之一，相关的科技龙头值得高度重视，现阶段重点推荐非银金融IT龙头恒生电子、银行IT龙头长亮科技。此外，建议积极关注其他可能实现“区块链+”落地领域（如物流、食品）的科技龙头布局。
第三大类，前瞻布局领先的公司——新时代的抢跑者。每一次技术浪潮来临前，总有一些公司能够先知先觉，做好准备迎接未来，如云计算时代的阿里。虽然长期胜负未知，但短期内这些公司的出现确实为投资提供了参考，现阶段建议积极关注当前已在网信办完成境内区块链信息服务备案的上市公司相关动向。
原标题：区块链集体飙了！逾百股一字板涨停、巨额封单，历史风口走势请参考
Original title: The block chain is bouncing! Over 100 headboards, large seals, historical trends.
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