September twenty _ fifthThe main index of A shares fluctuated downwards.Nearly 3500 shares in the two markets fell, with a turnover of 717.9 billion yuan.Northbound funds sold a substantial net sale of 8.039 billion yuan today.

On the market, Huawei held a major press conference, Huawei industry chain further pulled up in the afternoon, the weight loss drug plate strengthened throughout the day, CRO, innovative medicine plate, industrial mother machine plate strengthened in the pharmaceutical segment, and heparin, F5G concept and motor were among the top gainers.In addition, diversified financial and brokerage stocks continued to be weak, the real estate sector fell, with education, insurance, AI chips and online travel leading declines.

Today, a total of 27 shares rose by the daily limit, with a total of 11 even-board shares, and 14 failed to seal the board, with a closure rate of 66% (excluding St shares, delisted shares and unopened new shares).

In terms of individual stocks, Huawei industrial chain broke out collectively, Huawei consumer electronics Jierong technology 19 days 14 board, Zhuoyi technology 3 days 2 board, Huawei automobile concept stock Fenghua stock 6 days 4 board, triple forging 3 board, Mingke precision technology 6 days 3 board, Huawei computing plate Huamai technology 8 days 4 board, Cambridge technology 2 board, far east transmission 4 board, new industrialization concept stock Jinglun electronic 4 board Robot plate Collier 6 days 3 boards, Jikai shares 6 days 3 boards, weight loss drug concept Dezhan healthy 4 days 3 boards.

Let's take a look at today's Dragon and Tiger list:

The top three net purchases on today's Dragon and Tiger list areCambridge Science and Technology、Yawei shares、Changshan Pharmaceutical IndustryThey are 214 million yuan, 84.0506 million yuan and 72.0916 million yuan respectively.

Dragon and Tiger list net sales of the top three are Borey Pharmaceuticals, Lopskin, and China Central shares, which are 127 million yuan, 120 million yuan and 70.9557 million yuan respectively.

RyuuAmong the stocks involved in institutional seats in the Dragon and Tiger list, the top three net purchases on the same day areFeilingkos、Quartz shares、Tonghua Golden HorseThey are 64.5334 million yuan, 36.091 million yuan and 29.0829 million yuan respectively.

Among the stocks involved in institutional seats on the Dragon and Tiger list, the top three net sales on that day were Bo Rui Pharmaceuticals, Hengxing New Materials, and Nijiu Optoelectronics, which were 172 million yuan, 42.0383 million yuan and 21.1742 million yuan respectively.

Some of the stock topics on the list:

Cambridge Technology (F5G, WiFi, Industrial Internet concept Hot stocks)

1) one of the global leaders in 100G high-speed optical module optical module technology; the company's switch and industrial Internet of things basic hardware (JDM Division) focuses on the domestic market, maintains stability with the JDM business of important domestic customers, and strives to expand the ODM business of important domestic customers.

2) F5G includes high-speed optical module technologies such as 10G PON, Wi-Fi6 and 200G/400G. The company has achieved mass production of these three products and supplied large quantities to customers at home and abroad.

3) the company's Wi-Fi6EAP products have been shipped in bulk to customers at home and abroad.

Yawei Co., Ltd. (industrial machine concept)

Earlier, Tianfeng Securities issued a research report on Yawei shares, "overseas performance improvement, high growth of intelligent manufacturing industry", which gave a "buy" rating to Yawei shares. In the research report, it is estimated that the net profit of homing from 2023 to 2025 is 1.36,1.67 (2.56) and 2.09 (401) million respectively, corresponding to PE of 31,25,20X respectively, maintaining the "buy" rating.

Changshan Pharmaceutical Industry (concept of slimming drugs)

On the news side, FDA posted the contents of form 483 on its website on Sept. 22. The report showed that Novo-Nordisk A/S 's main factory in North America had a quality control problem in May last year-a failure to comply with the 483 forms of on-site inspection. It is reported that the two publicly owned compliance problems are related to microbial contamination. Analysts pointed out that the United States has extremely strict requirements for API factories, and the content released by FDA may lead to the suspension and rectification of raw materials and intermediates, and product prices are facing skyrocketing. It is suggested that attention should be paid to the industrial chain related to the upstream of Smegelutide, which is expected to break out.

Changshan Pharmaceutical issued a notice that the company is currently carrying out clinical trials of Abenazeptide for the treatment of type 2 diabetes and does not involve obesity indications. The company has not yet conducted clinical trials of ibenazeptide against obesity or weight loss.

Institutions focus on trading individual stocks:

Feilingcos:It rose 11.04% today, the whole-day turnover rate was 45.53%, the turnover was 1.177 billion yuan, and the amplitude was 18.62%. According to the data of the Dragon and Tiger list, four institutions have bought114 million yuan, 2 institutions sell4918.98Ten thousand yuanA net purchase of 64.5334 million yuan and a total net sale of 57.257 million yuan for seats in the business department.

Quartz shares:The daily limit rose today, with a turnover rate of 3.35% and a turnover of 1.23 billion yuan. According to the Dragon and Tiger list, the three institutions bought 140 million yuan and the two institutions sold 104 million yuan, with a total net purchase of 36.091 million yuan. Shanghai Stock Connect bought 90.2656 million yuan and sold 35.5003 million yuan, resulting in a total net purchase of 54,7653 million yuan. The seats on the list bought 257 million yuan and sold 221 million yuan throughout the day, resulting in a total net purchase of 36.19 million yuan.

Tonghua Golden HorseThe daily limit fell today, the turnover rate was 18.96%, and the turnover was 2.05 billion yuan. According to the data of the Dragon and Tiger list, Shenzhen shares ranked first in buying a seat, with a net purchase of 29.0829 million yuan; the business department of the hot money "Sunan gang" bought a net purchase of 19.8228 million yuan; and sold a seat for Anxin Securities, Xi'an Qujiangchi South Road, with a net sale of 51.8196 million yuan.

Borey Medicine:The daily limit is up today.It closed at 26.28 yuan, with a turnover rate of 9.1%, with a turnover of 384500 lots and a turnover of 962 million yuan.Judging from the trading data of the day announced by the Dragon and Tiger list, the two institutions sold a total of 172 million yuan, while northward funds sold a total of 6.8684 million yuan.

Hengxing Xincai:Listed on the main board of the Shanghai Stock Exchange today, the company's stock code is 603276, the issue price is 25.73 yuan per share, and the price-to-earnings ratio is 44.35 times.Hengxing New Materials belongs to the fine chemical industry, purchasing bulk chemicals as raw materials, focusing on the industrial chain layout of organic ketones, organic esters and organic acids, effective comprehensive utilization, R & D, production and sales of characteristic fine chemical products with high added value and large downstream market space.Judging from the day-to-day trading data released by the Dragon and Tiger list, 1 institutions totaled net sales.92.3193 millionYuan.

Photoelectricity for a long time:TodayFall by the limitIt closed at 12.62 yuan, with a turnover rate of 41.1%, with a turnover of 796100 lots and a turnover of 1.016 billion yuan.Judging from the day-to-day trading data announced by the Dragon and Tiger list, the institutions sold a total net of 21.1742 million yuan.

In the Dragon and Tiger list, there are five stocks related to the special seats of Shanghai Stock Connect, and the net purchase of quartz shares is the largest, with a net purchase of 54.7653 million yuan.

In the list of dragons and tigers, there are 5 stocks involved in the special seats of Shenzhen Stock Exchange, and the net purchase of the special seats of Tonghua Jinma is the largest, with a net purchase of 25.5334 million yuan.

Hot money operation trend:

Northeast fierce man: net buyingJindi shares3033.95Ten thousand yuan

Investing in stocks to support the family:Net purchaseYawei shares3143.34Ten thousand yuan

Sheung Tong Road:Net purchaseZhuoyi science and technology47.9949 million yuan

Huaxin NingboPoints:Net purchaseChangshan Pharmaceutical Industry2707.23Ten thousand yuan

Fang Xin Xia:Net purchaseHengwei technology12.2824 million yuan

Sunan gang:Net purchaseHengwei Technology 1539.32Ten thousand yuan

Zhongguancun:NetSellRonglian Science and Technology17.9498 million yuan