Today's top three net Buy amounts on the Dragon and Tiger list are Guoguang Electric, Visual China Group, and Accelink Technologies.
On December 20, the major A-share indices fluctuated weaker in the afternoon, with a total transaction of 1.53 trillion yuan, an increase of 68 billion yuan compared to the previous trading day, and over 3,500 stocks in the All Market rose. In terms of sectors, Internet E-commerce, Copper, and Semiconductors saw the largest gains, while Coal and Steel sectors declined.
In the high-performing stocks, Hunan Friendship & Apollo Commercial led with an 8-day winning streak, while HuiZhou Intelligence Technology Group had 7 boards in 12 days with 2 consecutive boards; additionally, popular stocks such as Zhongbai Holdings Group, Guangdong Guangzhou Daily Media, Shanghai Phoenix Enterprise, HangZhou Nbond Nonwovens, and Datang Telecom Technology hit the limit down.
Next, let's take a look at today's leaderboard situation:
The top three net purchases on today's leaderboard are Guoguang Electric, Visual China Group, and Accelink Technologies, with amounts of 0.41 billion yuan, 0.279 billion yuan, and 0.275 billion yuan respectively.
The top three net sell amounts on the Dragon Tiger List are Espressif Systems, NOVA Technology Corporation, and Chengdu B-ray Media, which are 0.126 billion yuan, 83.4414 million yuan, and 80.4325 million yuan respectively.
Among the stocks involved in the institutional dedicated seats on the Dragon Tiger List, the top three net buy amounts for that day are Sunwave Communications, Beijing Quanshi World Online Network Information, and Shenzhen Zowee Technology, which are 0.125 billion yuan, 44.0608 million yuan, and 23.5863 million yuan respectively.
Among the stocks involved in the institutional dedicated seats on the Dragon Tiger List, the top three net sell amounts for that day are Espressif Systems, Shenzhen Megmeet Electrical, and Chengdu B-ray Media, which are 0.192 billion yuan, 80.6362 million yuan, and 65.3476 million yuan respectively.
Some stock themes on the lists:
Guoguang Electric (AI glasses + AI wearables + Solid State Battery)
Today it hit the upper limit, with a turnover ratio of 31.89% throughout the day and a transaction amount of 4.019 billion yuan, with an amplitude of 12.27%. Data from the top trading list shows that institutions net sold 12.6659 million yuan, while HK->SZ net bought 4.2835 million yuan, and the total net purchase by brokerage seats was 0.419 billion yuan.
1. Interaction on December 4, 2024: The company values the AI Hardware field, having achieved large-scale production in AI speakers, AI smart screens, and AR/VR devices. It will actively promote the sample delivery work for AI headphones and AI glasses.
2. The company's products can be used in smart rings, smart bands, and other wearable electronic devices. The company is a supplier for numerous top global brands and domestic mainstream brands such as Baidu for AI interactive audio products. It has developed the world's first smart speaker Vifa ChatMini equipped with ChatGPT, which is already sold on large e-commerce platforms like JD.com.
3. Interaction after the market on November 21, 2024, Guoguang Electric focuses on the Solid State Battery field, and a team is already conducting related research. The company continues to follow a large customer development strategy, but cannot disclose specific client information.
LingNan Eco&Culture-Tourism (Tencent + Douyin + Film IP + State-owned Enterprise)
Today it hit the upper limit, with a turnover ratio of 20.42% throughout the day and a transaction amount of 1.831 billion yuan, with an amplitude of 5.78%. Data from the top trading list shows that HK->SZ net bought 54.3021 million yuan, and the total net purchase by brokerage seats was 52.2988 million yuan.
1. The company holds 21.86% of the shares in Micro Communication (Beijing) Network Technology Co., Ltd. Micro Communication spans various self-media resource platforms including Kuaishou, Douyin, PDD Holdings, Shuaibao, WeChat, and Weibo.
2. On February 9, 2023, Iinteractive responded: The company has established a long-term strategic partnership with Tencent, conducting comprehensive layouts in AI, Cloud Computing, and Big Data.
3. On May 7, the investor relations activity record stated: The company's subsidiary, Hengrun Group, is one of the earliest multimedia technology companies established in China, possessing a professional film and television IP development and production team. Currently, it has several quality IPs including 'Dragon Domain Hunter', 'Modern Tribe's Fantastic Adventure', 'Dragon Riding China', and has successfully applied many IPs in VR/AR, immersive experiences, innovative interactive experiences, and other scenarios.
4. On February 9, 2023, it was reported: The company has established a long-term strategic cooperation relationship with Tencent, conducting comprehensive layouts in AI, Cloud Computing, and Big Data.
5. The company is a state-owned enterprise, ultimately controlled by the Zhongshan Torch High-Tech Industrial Development Zone Management Committee.
Accelink Technologies (high-speed optical modules + Byte + state-owned enterprises)
Today's stock surged to the limit, with a turnover ratio of 10.66%, a transaction amount of 4.643 billion yuan, and an amplitude of 5.26%. According to the Dragon and Tiger List, institutions had a net purchase of 0.747 million yuan, while the HK->SZ had a net sell of 27.0057 million yuan, with the total net purchase by brokerage accounts amounting to 0.301 billion yuan.
1. The company's data communication products are mainly used in fields such as Cloud Computing datacenters, AI intelligent computing centers, enterprise networks, and storage networks, providing interconnection optical modules, inter-datacenter optical modules, AOC (Active Optical Cable), and other products.
2. Accelink Technologies has a high market share among large domestic cloud provider clients. With the development of the domestic Internet market, the capital expenditure ratio of large domestic cloud providers globally is expected to increase, benefiting Accelink, and its market share is expected to rise. As of June 30, 2023, through interactive easy: ByteDance is one of our main clients.
3. The company is a state-owned enterprise, ultimately controlled by the State Council's State-owned Assets Supervision and Administration Commission.
Key trading stocks:
Sunwave Communications fell 7.99% today, with a turnover ratio of 39.79% throughout the day, trading volume of 2.638 billion yuan, and an amplitude of 10.71%. Data from the dragon and tiger list shows that institutions net bought 0.125 billion yuan, HK->SZ net bought 20.7159 million yuan, and the total net selling by trading seats was 0.139 billion yuan.
Shenzhen Megmeet Electrical hit the upper limit today, with a turnover ratio of 8.81% throughout the day, trading volume of 2.228 billion yuan, and an amplitude of 5.96%. Data from the dragon and tiger list shows that institutions net sold 80.6362 million yuan, HK->SZ net sold 48.2244 million yuan, and the total net buying by trading seats was 0.223 billion yuan.
HuiZhou Intelligence Technology Group hit the upper limit today, with a turnover ratio of 21.90% throughout the day, trading volume of 2.364 billion yuan, and an amplitude of 8.04%. Data from the dragon and tiger list shows that institutions net sold 0.785 million yuan, HK->SZ net sold 9.7228 million yuan, and the total net selling by trading seats was 52.318 million yuan.
Shandong Lukang Pharmaceutical had a daily limit increase today, with a Turnover Ratio of 14.33%, a transaction value of 1.18 billion yuan, and a price fluctuation of 9.42%. Data from the dragon and tiger list shows that the net purchase from HK ->SH was 37.1663 million yuan, while the total net purchase from trading seat was 95.395 million yuan.
NOVA Technology Corporation fell 1.98% today, with a Turnover Ratio of 46.28%, a transaction value of 1.219 billion yuan, and a price fluctuation of 14.89%. Data from the dragon and tiger list shows that Institutions had a net sell of 55.5406 million yuan, while the total net sell from trading seat was 27.9008 million yuan.
Chengdu B-ray Media experienced a limit drop today, with a Turnover Ratio of 13.41%, a transaction value of 0.863 billion yuan, and a price fluctuation of 5.13%. Data from the dragon and tiger list shows that Institutions had a net sell of 65.3476 million yuan, while the total net sell from trading seat was 15.0849 million yuan.
In the dragon and tiger list, there are 6 stocks involving exclusive seat for HK ->SH, with the net purchase amount for Shandong Lukang Pharmaceutical being the largest at 37.1663 million yuan.
In the dragon and tiger list, there are 13 stocks involving exclusive seat for HK->SZ, with LingNan Eco&Culture-Tourism having the largest net purchase amount at 65.3635 million yuan.
Speculative fund operation trends:
Northeast Brute: Net buy of Pengxin International Mining 20.3374 million yuan, Shanghai Kai Kai Industrial 46.8156 million yuan, Anhui Xinke New Materials 38.1594 million yuan.
Chengdu Gang: Net buy of Jiangsu Boamax Technologies Group 14.9423 million yuan, net sell of Pengxin International Mining 31.1134 million yuan.
Stock Raising Family: Net sell of LingNan Eco&Culture-Tourism 36.8583 million yuan, Anhui Xinke New Materials 32.859 million yuan.
Nanjing Gang: Net buy of Accelink Technologies 0.1024 billion yuan, Shenzhen Megmeet Electrical 69.06 million yuan, net sell of Anhui Xinke New Materials 27.56 million yuan.
Little Crocodile: Net buy of Accelink Technologies 82.94 million yuan.
Fang Xinxia: Net buy of Visual China Group 0.1394 billion yuan, Yunfei Litian 73.78 million yuan, HuiZhou Intelligence Technology Group 55.09 million yuan, net sell of Inner Mongolia Junzheng Energy & Chemical Group 71.46 million yuan.
Trading Ape: Net buy of Visual China Group 0.2556 billion yuan, net sell of Shanghai Phoenix Enterprise 58.92 million yuan.
Boss Mao: Net sell Visual China Group 0.1643 billion yuan.
Brother Zhao: Net sell Sunwave Communications 61.1544 million yuan.
Lord Zhang: Net sell Sunwave Communications 75.96 million yuan.
Leisure faction: Net buy Guoguang Electric 94.61 million yuan, Feitian Technologies 71.58 million yuan, net sell HuiZhou Intelligence Technology Group 77.97 million yuan.
Hujia Building: Net buy Shanghai Phoenix Enterprise 42.35 million yuan, Shanghai Kai Kai Industrial 10.28 million yuan.