On October 25, more than 4300 individual stocks rose across the entire market. The total turnover in Shanghai and Shenzhen exceeded 1.77 trillion, with a substantial increase of 251.6 billion compared to the previous trading day. In terms of sector themes, photovoltaic equipment, solid-state batteries, PET copper foil, and other new energy-related sectors led the gains, while the insurance and precious metals sectors trended downwards.

In terms of individual stocks, Hainan Shuangcheng Pharmaceuticals had 26 consecutive days of 23 limit up, Jiangyin Haida had 22 consecutive days of 18 limit up, Dongguan Huali Industries had 11 consecutive limit up, Sichuan Crun had 10 days of 9 limit up, Wenyi Trinity Technology had 9 days of 8 limit up, Hubei Guochuang Hi-Tech Material had 9 days of 4 limit up, Hefei Taihe Intelligent Technology had 5 consecutive limit up, Shenzhen Original Advanced Compounds, Orient Group Incorporation, and Keyuan Pharmaceutical had 4 consecutive limit up, Weihai Huadong Automation had 3 consecutive limit up.

Now let's take a look at today's Longhu Bang.

The top three net buying amounts on the Dragon and Tiger List today were Qitian Technology, Shenzhen Urban Trading, and JA Solar Technology, which were 0.291 billion yuan, 0.231 billion yuan, and 0.193 billion yuan respectively.

The top three net sellers on the Dragon Tiger List are Tech Semiconductors, H.B. Fuller, and Sichuan Crun, with 0.305 billion yuan, 0.215 billion yuan, and 0.203 billion yuan respectively.

Among the stocks involving institutional proprietary seats on the Dragon Tiger List, the top three in net purchase amount on the day are JA Solar Technology, Daquan Energy, and Qitian Technology, with 80.9705 million yuan, 37.9988 million yuan, and 37.4635 million yuan respectively.

Among the stocks involving institutional proprietary seats on the Dragon Tiger List, the top three in net selling amount on the day are Tech Semiconductors, Chongqing Zonsen Power Machinery, and Shijiazhuang Changshan Beiming Technology, with 0.242 billion yuan, 0.205 billion yuan, and 0.113 billion yuan respectively.

Some of the top stock themes on the lists are:

Qitian Technology Group (Colorful Rainbow intends to acquire + speculation on backdoor listing + financial technology)

Today's limit up, turnover ratio for the whole day is 19.39%, turnover is 1.916 billion yuan, and the fluctuation is 13.18%. Data from the Dragon and Tiger List shows that institutions net bought 37.4635 million yuan, while the total net purchase at brokerage seats amounted to 0.253 billion yuan.

1. On the evening of July 25th, the company announced that shareholders Xinglu Fund, Big Data Fund, Fei Zhengxiang, Luoyang Yingjie, Liu Tao, Shanghai Zhenyuan, and Shenzhen Qitian Hongyue Technology signed a 'Cooperation Framework Agreement', which stipulates the termination of Fei Zhengxiang and Luoyang Yingjie's voting rights proxy to Xinglu Fund, Fei Zhengxiang renouncing voting rights, and the issuance of shares to Qitian Hongyue by the listed company. After the transaction is completed, the company's controlling shareholder will change to Qitian Rainbow Hongyue, and the actual controller will change to Wanshan. Qitian Rainbow Hongyue's actual controller Wanshan has years of experience in the graphics card field, and its subsidiaries have established a hardware brand 'Colorful Rainbow' with high market visibility. There is market speculation that Colorful Rainbow may eventually backdoor list Qitian Technology, but it has not been confirmed.
2. 2024 Interim Report: In the first half of the year, the company continued to focus on serving financial institutions and government-enterprise major clients, establishing a digital service capability business matrix through main business lines such as digital life marketing, bank card value-added marketing, etc.; at the same time, the company continued to incubate new media, digital government operations services, digital RMB, and other innovative businesses, achieving certain breakthroughs.

JA Solar Technology (Photovoltaic leader + BC battery + energy storage)

Today's limit up, turnover ratio for the whole day is 5.87%, turnover is 3.392 billion yuan, and the fluctuation is 10.09%. Data from the Dragon and Tiger List shows that institutions net bought 80.9705 million yuan, with special seats for Shenzhen-Hong Kong Stock Connect buying 0.172 billion yuan and selling 0.132 billion yuan.

On the evening of October 18th, the China Photovoltaic Industry Association issued a statement stating that bidding below cost for winning bids is suspected of being illegal, and after calculation, the production cost of N-type M10 double-glass photovoltaic modules is 0.68 yuan/W. This week, prices across the entire photovoltaic industry chain have bottomed out and stabilized.
The company is one of the leading enterprises in the global photovoltaic industry, having been recognized multiple times as a 'Top Photovoltaic Brand' by EuPDResearch in countries and regions such as Europe, Germany, France, Poland, Italy, the Netherlands, Switzerland, Australia, Vietnam, and others.

Daquan Energy (photovoltaic polysilicon + semiconductor-grade polysilicon)

Today's trading limit reached, with a turnover ratio of 6.51% for the whole day, a fluctuation of 19.89%, and a transaction amount of 1.322 billion yuan. Data from the Dragon Tiger List shows that Shanghai-Hong Kong Stock Connect had a net sell of 19.9496 million, while a well-known institutional investor, a renowned assassin, bought 79.673 million yuan.

The U.S. Department of Commerce initiated a Circumvention Inquiry (CCR) starting on October 21st, considering partial revocation of anti-dumping and countervailing duties on crystalline silicon photovoltaic cells from China, and inviting relevant parties to express their opinions. The products involved are small, low-wattage, off-grid crystalline silicon photovoltaic (CSPV) cells.
The company currently has an annual production capacity of 0.305 million tons of high-quality, low-energy consumption, and low-cost high-purity polysilicon, making it one of the main market participants in the polysilicon industry, mainly used in the photovoltaic industry.
The company's 2024 interim report shows that in the construction of a 1,000-ton semiconductor-grade polysilicon production line, the company has taken a significant step forward in its technological strength in the semiconductor material field.
4. The company has significant cost and quality advantages, locking in the demand of leading customers for silicon wafers.

Key trading stocks:

Tech Semiconductors: fell 7.35% today, turnover ratio 37.91% throughout the day, turnover 4.447 billion yuan, fluctuation 13.74%. Post-market data shows that 3 institutions net sold 0.242 billion yuan, and brokerage seats collectively net sold 62.8368 million yuan.

Chongqing Zonsen Power Machinery: rose by the limit today, turnover ratio 23.10% throughout the day, turnover 4.994 billion yuan. Post-market data shows that HK->SZ dedicated seats bought 0.149 billion yuan and sold 0.173 billion yuan, with 3 institutions net selling 0.205 billion yuan.

Shijiazhuang Changshan Beiming Technology: rose by 1.14% today, turnover ratio 30.06% throughout the day, turnover 12.473 billion yuan, fluctuation 13.54%. Post-market data shows that HK->SZ dedicated seats bought 53.0212 million yuan and sold 0.217 billion yuan, with 1 institution net selling 0.113 billion yuan.

Sichuan Crun: rose by the limit today, turnover ratio 46.50% throughout the day, turnover 2.22 billion yuan, fluctuation 5.75%. Post-market data shows that 2 institutions net sold 76.6746 million yuan, and brokerage seats collectively net sold 0.126 billion yuan.

Hongbo Co.,Ltd.: rose by the limit today, turnover ratio 33.59% throughout the day, turnover 2.433 billion yuan, fluctuation 7.30%. Post-market data shows that 2 institutions net sold 59.6214 million yuan, HK->SZ net sold 19.7766 million yuan, and brokerage seats collectively net sold 35.1149 million yuan.

In the list of top buyers and sellers, there are 7 stocks involving HK->SH dedicated seats, with Shanghai Belling Corp.,Ltd. having the largest net sales through HK->SH dedicated seats, with a net outflow of 0.186 billion yuan.

In the Dragon and Tiger List, there are 11 stocks with special seats for Shenzhen-Hong Kong Stock Connect, with Changshan Beiming having the largest net selling amount of 0.217 billion yuan in the special seats for Shenzhen-Hong Kong Stock Connect.

Yoozoo operation dynamics:

Yuewang Avenue: Net buying Zonsen Power 0.125 billion yuan, Shenzhen Overseas Chinese Town 45.08 million yuan, net selling Sichuan Crun 64.08 million yuan.

Xiaoxianpai: Net buying Qitian Technology 78.25 million yuan, Shenzhen Overseas Chinese Town 74.73 million yuan, Changelight 50.02 million yuan.

Ningbo Sangtian Road: Net purchases of 0.107 billion yuan for Shen Chengjiao and 57.07 million yuan for Tloong Technology Group.

Liu Yizhong Road: Net purchases of 0.397 billion yuan for Changshan Beiming and 74.41 million yuan for Cashway Fintech.

Tu Wenbin: Net purchases of 64.31 million yuan for Xiamen Changelight.

Hu Jialou: Net purchases of 0.116 billion yuan for Qitian Technology.

Fang Xinxia: Net purchases of 0.113 billion yuan for JA Solar Technology.

Speculative young generation: Net purchases of 80.42 million yuan for Qitian Technology.

Chen Xiaoqun: Net sales of 48.69 million yuan for Hytera Communications Corporation and 70.84 million yuan for Sichuan Crun.

Wenzhou Bang: Net sales of 0.156 billion yuan for Jiangyin Haida Rubber and Plastic.