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龙虎榜 | 固态电池概念引爆!低位挖掘“跑步入场”翔丰华,葛卫东狂抛高新发展1.89亿元

Dragon Tiger List | Solid-state battery concept detonated! Exploring “running to the market” Xiang Fenghua at a low level, Ge Weidong wildly threw away 189 million yuan for high-tech development

Gelonghui Finance ·  Apr 9 18:18

The top three in the Dragon Tiger list in terms of net sales in a single day are High-tech Development, Oriental Zirconium Industry, and Zhongrun Resources

On April 9, the trend of major A-share indices fluctuated. More than 4,100 shares in the two markets rose. The full-day transaction of 796.3 billion yuan was reduced by 135 billion yuan compared to yesterday, and the net purchase of capital from North China was 1,055 billion yuan.

On the market, sectors such as solid-state batteries, blade batteries, Kirin batteries, and sodium-ion batteries surged, the silicone and tourist hotel sectors rose, and sectors such as fluorochemicals, rare earth permanent magnets, and CRO registered the highest gains. The precious metals and oil and gas sectors weakened, and sectors such as automobile services, electronic license plates, and shipbuilding registered the highest declines.

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In terms of high-ranking stocks, Sanxiang New Materials's 9-day 7-board led the solid-state battery sector. Lai Shen Tongling advanced to the 6-board, CLP Electric to the 4-day 3-board, Jingyi Co., Ltd., Fengyuan Co., Ltd. 4-day 2-board, Ningbo Fubang 3-day 2-board, and Baifu Energy, Daming City, and Ping An Electric 2-board.

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Let's take a look at the next Dragon Tiger list:

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The top three daily net purchases in the Dragon Tiger list were Xiang Fenghua, Galaxy Magnet, and Xinlun New Materials, which were 75.14,400 yuan, 648.701 million yuan, and 62.3611 million yuan respectively.

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The top three in the Dragon Tiger list in terms of net sales in a single day were Hi-Tech Development, Oriental Zirconium, and Zhongrun Resources, which were 136 million yuan, 108 million yuan, and 737.667 million yuan respectively.

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Among the individual stocks involved in exclusive institutional seats in the Dragon Tiger list, the top three were Tianci Materials, Hi-Tech Development, and Xiaocheng Technology on the same day, which were 65.513,500 yuan, 52.7986 million yuan, and 47.5477 million yuan respectively.

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Among the individual stocks involved in exclusive institutional seats in the Dragon Tiger list, the top three in single-day net sales were Qingdao Double Star, Mount Emei A, and Plutong, which were 36.3045 million yuan, 25.27 million yuan, and 14.376 million yuan respectively.

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The subject of some of the individual stocks on the list:

Xiang Fenghua (solid state battery+anode material)

1. According to the news, ultra-fast charging solid-state batteries were mass-produced and launched for the first time, detonating the solid-state battery concept. On the evening of April 8, Zhiji Auto officially launched the industry's first quasi-900V ultra-fast charging solid-state battery, the first-generation Lightyear solid-state battery, and first rode the new Zhiji sedan, the Zhiji L6.

2. The company is a professional supplier of advanced lithium battery anode materials in China. The company has accumulated a large number of high-quality and stable customer resources, including many customers such as BYD, LG New Energy, and Guoxuan Hi-Tech. Furthermore, the company is actively expanding the international market. Currently, the company is actively engaging with internationally renowned lithium battery companies such as Volkswagen of Germany, SKI of Korea, and Panasonic of Japan to further open up the international market.

3. Research on February 29: The company's anode material products are widely used in lithium battery fields including power, 3C consumer electronics, and industrial energy storage. The silicon-carbon anode material products developed by the company are in the customer testing stage and are ready for industrialization. The company's high-performance hard carbon anode material products are currently being tested by relevant customers.

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Galaxy magnets (rare earth permanent magnets+Tesla concept)

1. The company specializes in R&D, production and sales of bonded NdFeB rare earth magnet components and components. Since 2012, it has been engaged in R&D and sales of samarium cobalt magnets and hot-pressed NdFeB magnets. Currently, the annual production capacity of bonded magnets is over 4,000 tons, and the annual production capacity of hot-pressed magnets is 300 tons. The company's wholly-owned subsidiary has an annual production capacity of over 200 tons of samarium cobalt magnets.

2. Interacted on June 30, 2023. The company's downstream customer is a micromotor manufacturer. Hot-pressed magnets are used in servo motors and can be used in robot joints.

3. The application market for the company's bonded NdFeB magnets mainly includes components such as automobile motors, hard disk drive spindle motors, optical disc drive spindle motors, various pump motors, stepper motors, and various permanent magnet brushless DC motor rotor components. The products are widely used in various fields such as automobiles.

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High-tech development (HUAWEI Shengteng+ computing power)

According to the news, late on the night of the 8th, Hi-Tech Development issued the “Notice on Progress and Risk Reminder on Issuing Shares and Paying Cash to Purchase Assets and Raising Supporting Funds and Related Transactions”.

According to the Hi-Tech Development announcement, up to now, listed companies have discussed with some counterparties whether to continue to advance the matter, but no agreement has been reached. Furthermore, the stock price rose sharply in the previous period. If the price needs to be locked again, there is a risk that the parties to the transaction will not be able to agree on the redetermined price of the issued shares, leading to the termination of this transaction.

Regarding yesterday's announcement, which caused a huge shock in stock prices, today Hi-Tech Development once again said that last night's announcement did not mean that the transaction failed; if the board of directors were to be held again, it would affect the issue price of the acquired assets.

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Institutions focus on trading individual stocks:

Godsend materials:It rose and stopped today, with a turnover rate of 5.73% throughout the day, with a turnover of 1,931 billion yuan, or 11.01%. According to Dragon Tiger Index data, net institutional purchases were 65.513,500 yuan, Shenzhen Stock Connect had net sales of 22.8068 million yuan, and total net sales of sales department seats were 2,8437 million yuan.

High-tech development:It fell to a halt today, with a turnover of 2,232 billion yuan and a turnover rate of 17.73%. According to Dragon Tiger Index data, Shenzhen Stock Connect made a net purchase of 149.616 million yuan;“Ge Weidong” sold a net sale of 189 million yuan to sell one seat. The listed seats bought 295 million yuan throughout the day and sold 431 million yuan, with a total net sales of 136 million yuan.

Xiaocheng Technology:Today's decline was 2.13%, with a full-day turnover rate of 36.95%, and a turnover of 1,081 billion yuan, or 9.24%. According to data from the Dragon Tiger List, the net purchase of the organization was 475.471 million yuan, and the total net sales of sales department seats was 6.212 million yuan.

Qingdao Double Stars:It fell to a halt today, with a turnover rate of 7.22% throughout the day, and a turnover of 315 million yuan, an increase of 22.22%. According to data from the Dragon Tiger List, the agency's net sales were 26.3045 million yuan, and the total net purchase of sales department seats was 2.387 million yuan.

Mount Emei A:It rose and stopped today. The full day turnover rate was 8.54%, and the turnover was 516 million yuan, or 11.15%. According to data from the Dragon Tiger List, the agency's net sales were 25.27 million yuan, and the total net purchase of sales department seats was 305.885,500 yuan.

General Prudent:Today's decline was 5.37%, the full-day turnover rate was 23.69%, and the turnover was 603 million yuan, or 19.00%. According to data from the Dragon Tiger List, the agency's net sales were 14.376 million yuan, and the total net purchase of sales department seats was 2,0871 million yuan.

In the Dragon Tiger list, there is 1 individual stock involving the Shanghai Stock Connect exclusive seat. The Shanghai Stock Connect exclusive seat in Jiangsu Wuzhong had the largest net sales volume, with a net sale of 18.618,600 yuan.

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In the Dragon Tiger list, there are 9 individual stocks involving exclusive seats on Shenzhen Stock Connect. Hi-Tech Development's Shenzhen Stock Connect exclusive seat had the largest net purchase amount, with a net purchase of 149.616 million yuan.

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Trends in volatile capital operations:

Ma Xinqi of the Ningbo Daredevil Team:Net sales of 29.01 million yuan for high-tech development

Chengdu gang:Net sales of Jiangsu Wuzhong, Zijian Electronics, and Zhongchuang Logistics were 13.32 million yuan, 18.52 million yuan, and 1.05 million yuan respectively

Stock trading to support the family:Net purchases of Zhongrun Resources, Xiaocheng Technology, Traditional Chinese Medicine Technology, Galaxy Magnets, and Xinlun New Materials were 20.34 million yuan, 19.51 million yuan, 1.02 million yuan, 11.41 million yuan, and 10.62 million yuan respectively

The new fried family:Net sales of Xiamen Cinda 72.43 million yuan

Wenzhou gang:Net purchases of Hi-Tech Development, Ningbo Fubang, Qingdao Shuangxing, and Xiaocheng Technology were 40.56 million yuan, 23.32 million yuan, 15.32 million yuan, and 13.69 million yuan respectively

Low-level excavation:Net purchases of Xiang Fenghua, Tianci Materials, Telford Technology, Xinlun New Materials, and Galaxy Magnets were 43.85 million yuan, 24.89 million yuan, 21.74 million yuan, 20.64 million yuan, and 16.6 million yuan respectively

Fang Xinxia:Net purchase of Jianxin shares of RMB 37.34 million and net sale of Jiangsu Wuzhong RMB 13.14 million

Brother Zhao:Net sale of Hauen Auto & Electric for 13.49 million yuan

Achang:Net sales of Dongfang Zirconium and Zhongchuang Logistics were 61.02 million yuan and 10.33 million yuan respectively

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The translation is provided by third-party software.


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