On December 26, market sentiment improved somewhat, with over 3,600 stocks rising, 1,500 stocks falling, 107 stocks hitting the daily limit up, and only 9 stocks hitting the daily limit down.

Market hotspots focus on AI Hardware-related sectors such as Copper Cable High-Speed Connections, CPO, Liquid Cooling, as well as sectors like Retail and Semiconductors.

Among high-position stocks, in the retail sector, Zhongbai Holdings Group achieved 11 consecutive boards in 19 days, while Baida Group and Fujian Dongbai had 2 consecutive boards. The WeChat store concept stock, Shenzhen Sea Star Technology, had 6 consecutive boards, in the computing power sector, Dianguang Explosion-proof Technology had 5 consecutive boards, and in the Datacenter power supply concept stocks, Weichai Heavy Machinery had 4 boards in 5 days. Zhejiang Jingxing Paper Joint Stock and Zhejiang Jihua had 3 consecutive boards, indirectly investing in Yushu Technology.

In terms of copper cables, Roshow Technology had 3 boards in 5 days, Nanjing Huamai Technology, Baosheng Science And Technology Innovation, and Shenzhen Deren Electronic each had 3 boards in 6 days, and Shenzhen Woer Heat-shrinkable Material reached a historical high.

Next, let’s take a look at the situation of the leaderboard:

The top net purchases of the Dragon and Tiger list for the day were by Broadex Technologies, Roshow Technology, Raisecom Technology, Shenzhen Woer Heat-shrinkable Material, Verisilicon Microelectronics (Shanghai) Co., Ltd., and Kingsignal Technology, with amounts of 0.246 billion yuan, 0.238 billion yuan, 0.179 billion yuan, 0.155 billion yuan, 0.12 billion yuan, and 0.115 billion yuan respectively.

The top net sales of the Dragon and Tiger list for the day were by Shanghai Phoenix Enterprise, Nanjing Chemical Fibre, Shenzhen Envicool Technology, Chongqing Lummy Pharmaceutical, and Tongxing Technology, with amounts of 0.293 billion yuan, 0.219 billion yuan, 0.153 billion yuan, 0.114 billion yuan, and 0.112 billion yuan respectively.

Among the stocks on the Dragon and Tiger list involving specialized institutional seats, the top three net purchases for the day were Shenzhen Woer Heat-shrinkable Material, Foshan NationStar Optoelectronics, and Verisilicon Microelectronics (Shanghai) Co., Ltd., with amounts of 0.18 billion yuan, 0.147 billion yuan, and 79.5217 million yuan respectively.

Among the stocks on the Dragon and Tiger list involving specialized institutional seats, the top three net sales for the day were by Micromet, Shenzhen Envicool Technology, and Chongqing Lummy Pharmaceutical, with amounts of 0.139 billion yuan, 92.7365 million yuan, and 74.3263 million yuan respectively.

Some stock themes on the lists:

Broadex Technologies (High-speed Active Copper Cable + CPO + Robot Concept)

Today, it has hit the daily limit up of 20CM, with a turnover ratio of 16.78% throughout the day, and a transaction amount of 1.546 billion yuan. The stock price reached a new high for the year at 43.68 yuan/share, with a cumulative increase of over 152% since September 24.

The leisure faction had a net buy of 80.3924 million yuan, while the quantitative fund had a net buy of 18.2879 million yuan. One institution bought 57.4957 million yuan, and one institution sold 20.7505 million yuan.

1. Broadex Technologies focuses on the research, production, and sales of integrated optoelectronic devices in the optical communication field, with its products mainly aimed at telecommunications, data communication, consumer, and industrial interconnection sectors.

2. The company is planning a cash acquisition of minority shareholder equity in its controlling subsidiary, Changxin Sheng (Wuhan) Technology Co., Ltd., which is expected not to constitute a major asset reorganization. This matter is still in progress, and no relevant agreements have been signed by all parties. There remains uncertainty in this transaction.

3. LightCounting predicts that within the next five years, the market size for high-speed cables will more than double, reaching 2.8 billion dollars by 2028. Sales of AOC (Active Optical Cable) are expected to grow at a compound annual growth rate (CAGR) of 15% from 2024 to 2028, while sales of DAC (Passive Copper Cable) and AEC (Active Cable) are projected to grow at compound annual growth rates of 25% and 45%, respectively.

Roshow Technology (Copper Cable High-speed Connections + Third-generation Semiconductors + 5G)

In 5 days, there were 3 trading limits, with a Turnover Ratio of 19.58% and a transaction amount of 3.183 billion yuan.

Fang Xinxia net bought 96.3766 million yuan, the Leisure faction net bought 75.0258 million yuan, and the Algo Fund net bought 20.4414 million yuan. 1 Institution bought 0.135 billion yuan, 2 Institutions sold 79.3467 million yuan.

1. With NVIDIA's Blackwell architecture GPU entering the mass production stage, the demand for copper cable high-speed connectors is expected to see rapid growth. With the CES 2025 (International Consumer Electronics Show) approaching, NVIDIA CEO Jensen Huang will give a speech on January 7.

2. According to reports, NVIDIA is developing a new generation product, Blackwell Ultra architecture products B300 and GB300.

Shanghai Phoenix (Initial Public Offering Economy + Sports Industry + SHANGHAIGUOQI)

Today it hit the lower limit, with a Turnover Ratio of 22.24%, a transaction amount of 1.18 billion yuan, and the stock price has retreated over 27% from its peak.

Hujialou sold for 0.302 billion yuan.

1. The company is facing a large amount of share unlock. According to the relevant agreements signed between the company, Tianjin Fujida, Song Xuechang, Dou Peizhen, Wang Rundong, and Song Weichang, 35% of the total shares issued to Song Xuechang (i.e., 3,126,010 shares) and 35% of the total shares issued to Dou Peizhen (i.e., 2,381,722 shares) will be listed and traded on January 2, 2025 (third phase unlocking).

Nanjing Chemical Fibre (State-owned Enterprise Reform + Participating Brokerage Firms + Wind Power)

Today, the stock price hit a new high, ultimately closing down 3.19%, with an all-day turnover ratio of 35.63% and a transaction amount of 3.346 billion yuan.

Chaozhou Labor Road net purchase of 28.05 million yuan, Xu Liusheng net purchase of 27.8807 million yuan, Huli Avenue net sale of 0.14 billion yuan, Yulan Road net sale of 72.5 million yuan.

1. In the first three quarters, the company achieved a revenue of 0.458 billion yuan, a year-on-year increase of 30.29%, with a net income of -0.159 billion yuan, a year-on-year decrease of 64.28%, and basic EPS of -0.4300 yuan.

Key trading stocks:

Raisecom Technology: Today it fell 4.91%, with an all-day turnover ratio of 33.3% and a transaction amount of 1.784 billion yuan. The leisure faction net bought 0.103 billion yuan, Liquor Sand River net sold 20.3171 million yuan, and the new trading faction net sold 18.9704 million yuan.

Shenzhen Woer Heat-shrinkable Material: Today it reached the daily limit, with an all-day turnover ratio of 8.93% and a transaction amount of 3.066 billion yuan. Low-position mining net bought 52.0814 million yuan, 4 institutions bought 0.318 billion yuan, and 3 institutions sold 0.138 billion yuan.

Verisilicon Microelectronics (Shanghai) Co., Ltd.: Today it increased by 16%, with an all-day turnover ratio of 5.99% and a transaction amount of 1.741 billion yuan. 2 institutions bought 0.146 billion yuan, and 1 institution sold 66.135 million yuan.

Kingsignal Technology: Today it reached the 20CM daily limit, with an all-day turnover ratio of 23.49% and a transaction amount of 1.491 billion yuan. Chengdu faction net bought 37.6819 million yuan, Algo board net bought 30.0473 million yuan, and 1 institution net bought 28.8128 million yuan.

Shenzhen Envicool Technology: Today it reached the daily limit, with an all-day turnover ratio of 7.74% and a transaction amount of 1.992 billion yuan. 5 institutions bought 0.255 billion yuan, 4 institutions sold 0.348 billion yuan, and the new trading faction net sold 60.3187 million yuan.

Chongqing Lummy Pharmaceutical: Today it fell nearly 17%, with an all-day turnover ratio of 15.98% and a transaction amount of 0.766 billion yuan. 3 institutions sold 96.0379 million yuan, and 2 institutions bought 21.7115 million yuan.

Tongxing Technology: Today it increased by 5.52%, with an all-day turnover ratio of 60.8% and a transaction amount of 0.715 billion yuan. The leisure faction net sold 31.1803 million yuan, and 1 institution net sold 15.5655 million yuan.

Speculative fund operation trends:

Shangtang Road: Net purchase of Zhaolong Interconnected 45.54 million yuan.

Fang Xinxia: Net purchase of Roshow Technology 96.38 million yuan.

Xiaoxian faction: Net purchase of Raisecom Technology 0.103 billion yuan, Broadex Technologies 80.39 million yuan, Roshow Technology 75.03 million yuan; Net sale of Tongxing Technology 31.18 million yuan.

Chengdu faction: Net purchase of Kingsignal Technology 37.68 million yuan, Hengshuo Co., Ltd 22.3 million yuan, Founder Technology Group 21.95 million yuan.

Low position excavation: Net purchase of Shenzhen Woer Heat-shrinkable Material 52.08 million yuan, Yimikang Tech. Group.Co.,Ltd. 19.67 million yuan, China Hi-Tech Group 14.72 million yuan.