On December 4th, the market fluctuated downwards in the afternoon, with the Shanghai Composite Index falling 0.42%, the Shenzhen Component Index down 1.02%, and the Chinext price index decreasing by 1.43%. More than 4,300 stocks in the all market declined, with a total transaction amount of 1.66 trillion yuan in the Shanghai and Shenzhen markets for the whole day. On the plate, sectors such as siasun robot&automation, coal, construction machinery, and oil & gas saw significant gains, while film and television, media, gaming, and photovoltaic sectors experienced declines.

In terms of individual stocks, high-position stocks continue to show divergence, with high-end stock nanjing chemical fibre dropping nearly 7%; tianjin guifaxiang 18th street mahua food performed a ceiling limit, achieving a ninth consecutive rise; hainan huluwa pharmaceutical group, zhejiang yiming food, and fujian zhangzhou development achieved seven consecutive rises, xiamen sunrise group had five rises in six days, guangbo group stock had five consecutive rises, shandong daye, zhejiang rifa precision machinery, and shandong ruyi woolen garment group had four consecutive rises, while jianshe industry group and shenzhen wongtee international enterprise had three consecutive rises.

Let's take a look at the Dragon Tiger List below:

The top three net buying amounts on the leaderboard are shenzhen h&t intelligent control, leo group co.,ltd., and yonghui superstores, which are 0.262 billion yuan, 0.24 billion yuan, and 0.203 billion yuan respectively.

The top three stocks with net sell amounts in the dragon and tiger list are sanfeng intelligent equipment group, guangbo group stock, and nanjing chemical fibre, with amounts of 0.264 billion yuan, 0.236 billion yuan, and 0.215 billion yuan respectively.

In the dragon and tiger list involving institutions' exclusive seats, the top three stocks with net buy amounts are shanghai stonehill technology, leo group co.,ltd., and guangtian group, with amounts of 0.304 billion yuan, 0.227 billion yuan, and 0.159 billion yuan respectively.

In the dragon and tiger list involving institutions' exclusive seats, the top three stocks with net sell amounts are sanfeng intelligent equipment group, shanghai metersbonwe fashion & accessories, and weiman sealing, with amounts of 0.228 billion yuan, 66.6595 million yuan, and 15.4877 million yuan respectively.

Some of the top stock themes on the lists are:

Shenzhen h&t intelligent control (robotics + satellite communication + stake in moore threads + automotive electronics)

Today it hit the limit up, with a turnover ratio of 37.79%, a transaction volume of 5.932 billion yuan, and an amplitude of 12.69%. Data from the龙虎榜 indicates a net sell of 10.2284 million yuan from hk->sz, with a net buy of 0.273 billion yuan from brokerage seats combined.

1. The company has mastered human-computer interaction technology and algorithms, visual recognition technology and algorithms, electric machine drive control, and other technical reserves. It currently provides related control products and solutions for various types of service robots.
2. During the interactive session on November 18, the product T/R chip of the subsidiary Chengchang Technology was identified as one of the core components of the phased array antenna system, and has been mass-applied in satellite, ground, airborne phased array radar and satellite communication fields.
3. On August 14, during the interaction, the company held a 1.244% stake in moore threads.
4. The company is focusing on the smart controller sector for automotive electronics, with new project orders including international tier 1 new projects, mainly involving smart controllers for automotive radiators, coolant heaters, and other directions.

5. The intelligent controller developed and produced by the company is one of the core components of home appliances, functioning as a computer unit that independently completes a specific function, playing the role of the heart and brain in household appliance products.

Leo Group Co., Ltd. (AI marketing + semiconductors + TikTok agency + digital marketing)

Today it hit the daily limit, with a turnover ratio of 51.02% throughout the day, and a transaction amount of 13.717 billion yuan, with an amplitude of 16.19%. The dragon and tiger list shows that institutions net bought 0.227 billion yuan, hk->sz net sold 33.33 million yuan, and brokerage seats collectively net bought 46.1804 million yuan.

1. The company is a leader in the layout of AI marketing services, creating an ecological platform 'LEO AIAD', improving the efficiency and quality of content generation, and launching the large model in the marketing field 'Leo Unified', which better satisfies customer needs in intelligent deployment, successfully applied in social media platforms such as Xiaohongshu and Baidu, with significant effects and business models recognized by clients.
2. The company is an agency for TikTok, with a daily business scale exceeding one million. The company will continue to pay attention to TikTok's development trends and actively explore cooperation opportunities between the two, achieving the expansion of digital marketing business in overseas markets.
3. The wholly-owned subsidiary Leo Investment will invest 50 million USD in Tomales Bay Capital Anduril III, L.P. The investment symbol of the partnership is Space Exploration Technologies Corp. SpaceX is a globally leading space technology company founded by Musk in 2002.
4. The company's main businesses are divided into two parts: machinery manufacturing and digital marketing. Leo Group's pump industry oversees three major pump production bases in Wenling, Xiangtan, and Dalian.

Yonghui Superstores (retail + Miniso IP cooperation expectations + changes in Pang Donglai)

Today, it hit the daily limit, with a turnover ratio of 15.36% throughout the day, and a transaction volume of 8.565 billion yuan, with an amplitude of 19.9%. Data from the dragon and tiger list shows that hk -> sh net purchases amounted to 0.114 billion yuan, with Chen Xiaoqun net purchasing 0.285 billion yuan, and the small crocodile buying 0.138 billion yuan.

1. The company's main business is selling selected products through offline stores and online, covering consumers of all ages.
2. On the evening of September 23, it was announced that shareholders Milk Co., Ltd., jd.com, and Suqian Hanbang Investment Management Co., Ltd. plan to transfer 21.08%, 4.05%, and 4.27% of yonghui superstores' shares to Jun Cai International through agreement transfer, totaling 29.4%. After this transaction is completed, the company's largest shareholder will change to Jun Cai International, holding a total of 29.4% of the company's shares. Jun Cai International is a subsidiary of miniso. According to Yicai, the vice president of yonghui superstores and the national adjustment project leader, Wang Shoucheng, revealed in an interview that yonghui superstores plans to have more than 100 self-adjustment stores next year, and is also communicating with miniso, hoping to promote future cooperation in IP business.
3. In May this year, yonghui superstores, as a traditional supermarket leader, announced that it would commence nationwide store adjustments with the support of the well-known commercial brand in henan, Fat Dong Lai.

Key trading stocks of institutions:

Shanghai Stonehill Technology: Today, it hit the daily limit, with a turnover ratio of 24.30% throughout the day, and a transaction volume of 6.315 billion yuan, with an amplitude of 13.66%. Data from the dragon and tiger list shows that 3 institutions net bought 0.304 billion yuan, with deep stock connectivity net purchase at 0.215 billion yuan, while the trading department seats had a net sale of 0.336 billion yuan.

Guangtian Group: Today, it hit the daily limit, with a turnover ratio of 13.58% throughout the day, and a transaction volume of 1.465 billion yuan, with an amplitude of 21.69%. Data from the dragon and tiger list shows that 4 institutions net bought 0.159 billion yuan, while trading department seats had a total net sale of 52.0712 million yuan.

Global top e-commerce: Today it hit the daily limit, with an all-day turnover ratio of 55.31%, and a transaction amount of 4.609 billion yuan, with an amplitude of 21.57%. Data from the leaderboard shows that institutions net bought 66.9067 million yuan, and hk->sz net bought 83.5186 million yuan, with a total net purchase of 44.5028 million yuan from brokerage seats.

Deep water haina: Today it hit the daily limit, with an all-day turnover ratio of 23.40%, and a transaction amount of 0.46 billion yuan, with an amplitude of 20.41%. Data from the leaderboard shows that institutions net bought 46.3092 million yuan, and a total net purchase of 23.2904 million yuan from brokerage seats.

Shenzhen comix group: Today it hit the daily limit down, with an all-day turnover ratio of 18.20%, and a transaction amount of 1.187 billion yuan, with an amplitude of 12.33%. Data from the leaderboard shows that institutions net bought 31.7968 million yuan, and hk->sz net bought 10.2444 million yuan, with a total net sell of 22.391 million yuan from brokerage seats.

Sanfeng intelligent equipment group: Today it rose by 2.44%, with an all-day turnover ratio of 42.70%, and a transaction amount of 4.024 billion yuan. Data from the leaderboard shows that institutions net sold 0.228 billion yuan, and hk->sz net sold 42.3724 million yuan.

Shanghai metersbonwe fashion & accessories: Today it hit the daily limit down, with an all-day turnover ratio of 16.09%, and a transaction amount of 0.918 billion yuan, with an amplitude of 8.18%. Data from the leaderboard shows that institutions net sold 66.6595 million yuan, and a total net purchase of 10.1793 million yuan from brokerage seats.

On the leaderboard, there are 9 stocks involved with dedicated seats for hk ->sh, where yonghui superstores has the largest net purchase amount of 0.114 billion yuan.

On the leaderboard, there are 8 stocks involved with dedicated seats for hk->sz, where shanghai stonehill technology has the largest net purchase amount of 0.215 billion yuan.

Yoozoo operation dynamics:

Siming South Road: Net buy of wenyi trinity technology 70.33 million yuan, net buy of qingdao guolin technology group 38.48 million yuan, net sell of nanjing chemical fibre 89.23 million yuan, net sell of guangbo group stock 68.72 million yuan, net sell of guangxi yuegui guangye holdings 50.18 million yuan.

Ningbo Sangtian Road: Net buy of shanghai dzh limited 99.99 million yuan, net sell of spic yuanda environmental-protection 48.85 million yuan, net sell of greatoo intelligent equipment inc. 28.52 million yuan, net sell of aishida co.,ltd. 26.8 million yuan.

Chen Xiaoqun: Net buy of yonghui superstores 0.285 billion yuan, net buy of greatoo intelligent equipment inc. 56.14 million yuan, net buy of spic yuanda environmental-protection 52.97 million yuan, net sell of tianjin guifaxiang 40.54 million yuan.

Chengdu Gang: Net sell of haoyun technologies 52.62 million yuan, net sell of weiwan sealing 32.25 million yuan.

Leisure Faction: Net buy of shenzhen h&t intelligent control 69.19 million yuan, net buy of tianjin ruixin technology 49.88 million yuan.

Fang Xinxia: Net buy of shanghai dzh limited 0.133 billion yuan, greatoo intelligent equipment inc. 64.23 million yuan.

Hujialou: Net buy of spic yuanda environmental-protection 53.78 million yuan, net sell of shanghai stonehill technology 93 million yuan.

Shanghai超短: Net buy of boai nky medical 61.95 million yuan, net sell of haoyun technologies 57.65 million yuan.

Chengdu系: Net sell of haoyun technologies 52.62 million yuan, only万密封 32.25 million yuan.

Yuewang大道: Net sell of great environmental protection 55.89 million yuan, tianjin guifaxiang 27.57 million yuan.

Northeast猛男: Net sell of shanghai dzh limited 67.33 million yuan.

Peking Central Gate: Net buy of sanfeng intelligent equipment group 35.88 million yuan.

Little crocodile: Net buy of yonghui superstores 0.138 billion yuan.

Zhang is the principal: net sell of leo group co.,ltd. is 68.77 million yuan.

Brother Yu: net sell of guangbo group stock is 0.102 billion yuan.