On October 19th, the two cities fell by more than 3900, with a turnover of 812.7 billion yuan throughout the day, and a net sale of 11.704 billion yuan for northward funds. In terms of plates, semiconductors, securities, satellite navigation and other plates led the rise, while weight loss drugs, oil and gas, automobiles, innovative drugs and other plates led the decline.
In terms of individual stocks, Huawei Automobile concept shares Sheng long shares 18 days 11 boards, Haowu shares 2 boards, Tenglong shares 2 boards, calculation plate True Vision 9 days 6 boards, Rebecca 3 boards, satellite communications concept stocks Shanghai Shanghai Industry 7 days 4 boards, chip industry chain Wenyi Science and Technology 3 boards, Haoli Technology 2 boards, Yi Tian shares growth Enterprise Board, Robot + Automobile Jintuo shares 4 days 2 boards.
Let's take a look at today's Dragon and Tiger list:
The top three of today's Dragon and Tiger net purchases are Dagang shares, Blue Arrow Electronics and Cambrian.They are 218 million yuan, 168 million yuan and 105 million yuan respectively.
The net sales of Dragon and Tiger list, the top three of one-day list are Changshan Beiming, Tonghua Golden Horse and BAIC Blue Valley.They are 192 million yuan, 122 million yuan and 72.588 million yuan respectively.
Among the stocks involved in institutional seats in the Dragon and Tiger list, the top three daily net purchases are creative information, Changchang science and technology, and Mingke precision technology.They are 97.2294 million yuan, 26.9825 million yuan and 18.4684 million yuan respectively.
Among the stocks involved in institutional seats in the Dragon and Tiger list, the top three daily net sales are Rebecca, Jant Motor and Bacon Energy.They are 33.9318 million yuan, 28.8838 million yuan and 20.9264 million yuan respectively.
Some of the stock topics on the list:
Dagang shares(satellite Navigation + Space-time big data)
1. As one of the leading enterprises in the satellite navigation industry with global competitiveness, the company has always adhered to the high-precision application of satellite navigation as its main business direction for many years. Research and development, manufacturing and sales of related products based on high-precision satellite navigation technology, and expand industry applications in the professional market to provide high-precision products and services and spatio-temporal information "end + cloud" all-round industry solutions for many industries.
2. Spatio-temporal information service is an important part of the company's business. The company is gradually improving the spatio-temporal benchmark service system and service platform, it can provide a full range of spatio-temporal information services such as spatio-temporal data acquisition, spatio-temporal data management and spatio-temporal applications for smart cities, land planning, environmental protection, transportation, oil and gas development, determination of rural land contractual management rights, cadastral survey, real estate registration and many other professional markets.
Blue arrow electronics(advanced package + second New + Huawei)
1. The listing date of the company is 2023-08-10. The company is mainly engaged in semiconductor packaging and testing business. The company's main products are transistors, diodes, field effect transistors and other discrete devices, as well as AC-DC, DC-DC, lithium protection IC, LED drive IC and other integrated circuit products.
2. The company's advanced packaging series mainly includes DFN/PDFN/QFN, TSOT and SIP, and the related packaging series account for 9.08%, 14.34% and 19.49% of the main business revenue, respectively.
3. September 1st Interactive easy reply: the company's products discrete devices and integrated circuit products are directly or indirectly used in Huawei products.
Cambrian period(AI chip + Chiplet)
1, October 18, 2023 after-hours news, the United States banned the sale of Nvidia RTX4090 graphics cards to China. The company is a domestic scarce AI computing chip company, the company has a perfect intelligent chip product layout, can provide cloud edge integration, hardware and software collaboration, training and reasoning integration, with a unified ecological series of intelligent chip products and platform basic system software.
2. In terms of cloud product line, the company has successively launched Siyuan 290 and Siyuan 370 chips and corresponding cloud intelligent acceleration card series products, training machine. The company's new generation of cloud AI chip Siyuan 590 has been greatly improved compared with Siyuan 290 series, and Siyuan series products have also been used in the products of tide, Lenovo and many other server manufacturers.
3. In terms of edge product line, Siyuan 220 chips and edge smart accelerator cards launched by the company for edge computing scenarios have landed in a number of head enterprises, and the cumulative sales volume has exceeded one million since its release.
Changchang Science and Technology(phased array Tstroke R chip + satellite navigation)
1. On October 19th, the Shanghai Municipal people's Government issued the Shanghai Action Plan for further promoting New Infrastructure Construction (2023-2026), which mentioned the layout of the satellite Internet of "integration of heaven and earth".
2. The company's main product, phased array Thand R chip, is one of the core components of phased array radar. At present, the company's products have been used in many fields such as detection, remote sensing, communication, navigation and so on.
3. The company is one of the few private enterprises with third-and fourth-level supporting capabilities in the field of phased array Thand R chips in China.
Yingfang micro(electronic components Distribution + Integrated Circuits)
1. The company's main business includes the distribution of electronic components and the research, design and sales of integrated circuit chips. The company carries out electronic components distribution business through its holding subsidiaries Huaxinke and WORLDSTYLE, and develops chip R & D and design business with wholly-owned subsidiaries Shanghai Yingfang Micro and holding subsidiary Shaoxing Huaxinke as the main body.
2. The company represents the products of many well-known electronic components at home and abroad, including RF chips, fingerprint chips, power chips, memory chips, passive components, integrated components and so on.
Jiangte motor(lithium mine + motor)
1. The company is mainly engaged in the research and development, production and sales of lithium salt products based on lithium carbonate. Relying on its own lithium mica mine, the company has formed an integrated industry chain of "mining, separation and metallurgy" from lithium ore to lithium salt. The company mainly sells battery-grade lithium carbonate, industrial-grade lithium carbonate and other symbiotic mineral products.
2. The company's motor products include construction motor, crane metallurgical motor, wind power supporting motor, servo motor, military motor, new energy automobile motor and so on. It has been widely used in construction tower crane, lifting metallurgical machinery, fan, water pump, elevator escalator industry, wind power supporting equipment, wind power installation equipment, public transport, heavy truck, sanitation truck, textile machine, packaging machine, CNC machine tool, robot and other industries.
Wen Yi science and technology(Advanced package + precision parts)
1. June 5 performance presentation: the first stage of research and development of the company's fan-out wafer-level liquid packaging press has been completed, that is, the first manual prototype has been delivered to customers for trial.
2. The robot workshop of Tongling Fushi Sanjia Machinery Co., Ltd. mainly produces chip packaging robot integrated systems and supporting products, with a current production capacity of about 50 units per year.
3. The company's main business is semiconductor integrated circuit packaging mold and equipment plate, chemical building materials extrusion die and equipment plate, precision parts plate and so on.
Institutions focus on trading individual stocks:
Creative information: it rose 2.24% today, the whole-day turnover rate was 37.96%, and the turnover was 3.544 billion yuan. After-market data show that Shenzhen Stock Connect dedicated seats bought 117 million yuan and sold 58.2692 million yuan, 2 institutions bought a net 97.2294 million yuan.
Changchang Science and Technology: trading limit today, the whole-day turnover rate is 11.62%, and the turnover is 695 million yuan. After-market data show that 1 institutions bought a net of 26.9825 million yuan.
Tonghua Golden Horse: the limit fell today, the whole-day turnover rate was 9.83%, and the turnover was 1.315 billion yuan. After-market data show that Shenzhen Stock Exchange dedicated seats bought 29.1199 million yuan and sold 51.4155 million yuan, 1 organization bought a net 15.1842 million yuan.
Jiangte Motor: trading limit today, the whole-day turnover rate is 16.90%, and the turnover is 3.379 billion yuan. After-hours data show that Shenzhen Stock Exchange dedicated seats bought 56.1147 million yuan and sold 39.1217 million yuan, 1 organization sold a net 28.8838 million yuan.
Changshan Beiming: the limit falls todayAll dayThe turnover rate was 19.17%, and the turnover was 3.051 billion yuan.After the plateAccording to the data of the Dragon and Tiger list, the well-known hot money "Zuoshou Xinyi" ranked as one seat seller, with a net sale of 114 million yuan; "Chapter Leader" ranked among the five seats, with a net sale of 30.2188 million yuan; and Shenzhen Stock Exchange seats sold a net sale of 41.2746 million yuan.
BAIC Langu: up 0.88% todayAll dayTurnover rate13.25%The turnover is 3.527 billion yuan.After-market data show that dedicated seats for Shanghai Stock Connect sold for 57.5851 million yuan.
Cambrian: 20CM rose by the daily limit, with a turnover rate of 7.87% and a turnover of 2.888 billion yuan. After-hours data show that Shanghai Stock Connect dedicated seats bought 261 million yuan and sold 186 million yuan, small crocodile seats a net purchase of 102 million yuan.
Dagang shares: trading limit todayAll dayThe turnover rate was 6.71%, and the turnover was 630 million yuan.After the plateAccording to the data of the Dragon and Tiger list, the well-known hot money "Foshan system" ranked as a seat, with a net purchase of 102 million yuan, while the Shenzhen Stock Tong seat bought a net purchase of 12.0311 million yuan.
In the Dragon and Tiger list, there are 4 stocks related to the special seats of the Shanghai Stock Connect, and the Cambrian Shanghai Stock Connect has the largest net purchase, with a net purchase of 74.651 million yuan.
In the Dragon and Tiger list, there are 10 stocks involved in Shenzhen Stock Exchange dedicated seats, and the net purchase of Shenzhen Stock Connect dedicated seats with creative information is the largest, with a net purchase of 58.5078 million yuan.
Hot money operation trend:
Happy Coast: the net sale of Changchang Technology is 25.9879 million yuan.
Chengdu gang: a net purchase of 28.2286 million yuan of Jinlong shares and a net sale of 10.4221 million yuan of Yuancheng shares
Stock speculation to support the family: net purchase of Hai Li shares of 15.1544 million yuan, Hengwei Technology 32.1231 million yuan
Brother Zhao: the net purchase of Yuancheng shares is 14.5887 million yuan
Shinichi: the net sale of Changshan Beiming was 114 million yuan, and the net purchase of Changshan Pharmaceutical Industry was 29.145 million yuan.
Hangzhou gang: a net sale of 55.6561 million yuan in Changshan and Beiming
Stir-fry the new generation: a net purchase of 17.5577 million yuan for Tonghua Golden Horse
Little crocodile: a net sale of 30.8293 million yuan for Tonghua Golden Horse
Yitian Road: net purchase of Jiangte Motor 35.9667 million yuan
Pueraria lobata: a net purchase of 63.7147 million yuan for Jiangte Motor, a net sale of 21.4236 million yuan for Shuanglu Pharmaceutical Co., Ltd., 12.1026 million yuan for Haofan Biology, and 12.5449 million yuan for Wenyi Technology.
Shandong gang: net purchase of Rebecca 20.8387 million yuan
