On January 3, nearly 4,700 stocks in the All Market fell, with a total transaction volume of 1.28 trillion yuan, a decrease of 127.3 billion yuan compared to the previous trading day. In terms of sectors, AI applications and the Blind Box economy suffered significant losses, tax refund stores and commercial department stores saw market plunges, while the Precious Metals sector rose against the trend.

In terms of high-level stocks, some experienced short-term capital gathering; Dianguang Explosion-proof Technology achieved 8 boards in 10 days with 2 consecutive boards, Fujian Dongbai had 7 consecutive boards, and Guangdong Shunna Electric had 6 consecutive boards; the AI glasses concept was active during the session, with Foshan NationStar Optoelectronics performing 6 boards in 11 days and Baotailong New Materials achieving 3 boards in 4 days.

Next, let's take a look at today's leaderboard situation:

Today's top three net purchases on the Long and Short list are Foshan NationStar Optoelectronics, Shanghai Yimin Commercial Group, and Tianhe Magnetic Materials, with amounts of 0.223 billion yuan, 92.6147 million yuan, and 56.1881 million yuan, respectively.

The top three net sell amounts on the Dragon and Tiger list are Dianguang Explosion-proof Technology, Haoxiangni Health Food, and Anhui Xinke New Materials, amounting to 0.293 billion yuan, 0.139 billion yuan, and 0.136 billion yuan respectively.

Among the individual stocks involving institution-specific trading seats on the Dragon and Tiger list, the top three net buy amounts for the day are Shenzhen Aisidi, Shanghai Hi-tech Control System, and Haoxiangni Health Food, with amounts of 59.9795 million yuan, 33.0027 million yuan, and 12.7113 million yuan respectively.

Among the individual stocks involving institution-specific trading seats on the Dragon and Tiger list, the top three net sell amounts for the day are Tianhe Magnetic Materials, Anhui Shenjian New Materials, and Global Top E-Commerce, amounting to 0.138 billion yuan, 56.01 million yuan, and 53.6421 million yuan respectively.

Some stock themes on the lists:

Foshan NationStar Optoelectronics (AR glasses (MicroLED) + Glass-based packaging + Automotive-grade chips + Guangdong state-owned assets)

Today it reached the daily limit, with a turnover ratio of 24.03% throughout the day, a transaction volume of 2.121 billion yuan, and an amplitude of 1.63%. Data from the dragon and tiger list shows a net buy of 0.233 billion yuan from the brokerage.

1. The company is one of the largest Led & Optoelectronics manufacturing plants in the country; on November 24, 2023, in an interaction, the developed 0.39-inch single green Micro LED micro display screen is mainly applied in AR glasses.
2. The company is affiliated with the Guangdong Provincial State-owned Assets Supervision and Administration Commission and has independently developed Micro LED glass-based packaging patent technology.
3. On March 12, 2024, in an interaction, the subsidiary Foshan NationStar Optoelectronics has already mass-produced automotive-grade chips.
4. The latest research achievements of the key laboratory for Semiconductor micro display enterprises jointly established by Foshan NationStar Optoelectronics and South China University of Technology have successfully broken through the bottleneck of luminous efficiency in quantum dot LED devices, setting a new record for the highest luminous efficiency in similar devices, which is expected to accelerate the commercialization process of this new technology.

Easyhome New Retail Group Corporation (Smart Home + Proposed cooperation with Doubao + Shareholding in Siasun Robot&Automation + Duty-free shop)

Today the stock hit the daily limit, with an all-day Turnover Ratio of 8.31%, and a trading volume of 1.949 billion yuan, with a price fluctuation of 21.93%. According to the dragon and tiger list, the net Buy from HK->SZ was 8.2231 million yuan, and the net Buy from the brokerage seats totaled 25.8682 million yuan.

1. On December 9, 2024, a notice was released stating that the company's stock abbreviation will change to 'Easyhome Smart Home'. The company is accelerating the transformation of home sales venues into Smart Home experience centers, with smart home products becoming the most important category of Operation. This change will help promote the transformation and upgrading of the business model.
2. After the market close on December 13, 2024, in an interaction, the company's Easyhome Design Home business is coordinating with Doubao, but there is uncertainty in the collaboration.
3. Before the market opened on December 12, 2024, in an interaction, it was noted that the company's controlling shareholder holds shares in UBTECH, which is a leader in humanoid robots and a pioneering company in intelligent service robots.
4. According to media reports, based on the company's independently developed Smart Home system, the Easyhome New Retail Group Corporation has embedded the Easyhome app into Xpeng Motors, allowing control of home smart devices conveniently from the car.
5. The Easyhome New Retail Group Corporation's Hainan Sanya duty-free store opened at the end of 2020, primarily selling Cosmetics, Outfits, beverages, and other categories. The company's Zhongbai supermarket's Pre-Cooked Food includes a series of fresh marinated products, baked goods, cold dishes, as well as frozen Pre-Cooked dishes and refrigerated microwave fast foods.

Key trading stocks:

Dianguang Explosion-proof Technology reached the daily limit today, with a turnover ratio of 33.15%, total transaction amount of 1.829 billion yuan, and a fluctuation of 16.00%. According to the dragon and tiger list, the net selling by brokerage seats totaled 0.293 billion yuan.

Haoxiangni Health Food fell by 2.74% today, with a turnover ratio of 42.50%, total transaction amount of 1.407 billion yuan, and a fluctuation of 15.84%. The dragon and tiger list shows that institutions net bought 12.7113 million yuan, while brokerage seats had a total net selling of 0.152 billion yuan.

Lianhua Holdings hit the daily limit down today, with a turnover ratio of 23.87%, total transaction amount of 2.588 billion yuan, and a fluctuation of 15.78%. The dragon and tiger list indicates that HK ->SH had net selling of 38.1999 million yuan, while brokerage seats had net buying of 24.3012 million yuan.

Anhui Xinke New Materials fell by 4.52% today, with a turnover ratio of 27.45%, total transaction amount of 1.792 billion yuan, and a fluctuation of 8.70%. The dragon and tiger list shows that brokerage seats had a total net selling of 0.136 billion yuan.

Guangdong Shunna Electric reached the daily limit today, with a turnover ratio of 35.05%, total transaction amount of 1.713 billion yuan, and a fluctuation of 13.62%. The dragon and tiger list indicates that institutions net sold 2.1877 million yuan, and brokerage seats had net buying of 2.0177 million yuan.

Sitake reached the daily limit today, with a turnover ratio of 41.36%, total transaction amount of 0.779 billion yuan, and a fluctuation of 17.89%. The dragon and tiger list shows that brokerage seats had net buying of 38.9054 million yuan.

Global Top E-Commerce rose by 4.50% today, with a turnover ratio of 29.36%, total transaction amount of 1.744 billion yuan, and a fluctuation of 20.47%. The dragon and tiger list indicates that institutions net sold 53.6421 million yuan, while brokerage seats had net selling of 12.1294 million yuan.

In the dragon and tiger list, there are three stocks involving dedicated seats for HK ->SH, with net buying of Shenyang Jinbei Automotive at 40.8341 million yuan, and net selling of Lianhua Holdings at 38.1999 million yuan.

In the Dragon and Tiger List, there are 5 individual stocks involving the HK->SZ dedicated seats, with a net purchase of 9.5857 million yuan for Zhejiang Changsheng Sliding Bearings and a net sale of 46.8892 million yuan for Gouxiao Daji.

Speculative fund operation trends:

Northeast strong man: net purchase of Anyuan Coal Industry Group 25.913 million yuan, Anhui Xinke New Materials 47.7336 million yuan, and a net sale of Xiaofang Pharmaceutical 14.6727 million yuan.

ShanDong gang: net sale of Foshan NationStar Optoelectronics 49.9195 million yuan.

Fang Xinxia: net purchase of Foshan NationStar Optoelectronics 79.8 million yuan, and Yidao Information 48.93 million yuan.

Foshan system: net purchase of Foshan NationStar Optoelectronics 0.2005 billion yuan, and net sale of Dianguang Explosion-proof Technology 35.53 million yuan.

Brother Zhao: Net Buy of Systech 11.1987 million yuan, Net Sell of Guangdong Shunna Electric 10.3845 million yuan, Jiaotong University Angli 10.0224 million yuan, Yidao Information 30.1728 million yuan.

Chen Xiaoqun: Net Buy of Zhongbai Holdings Group 27.3 million yuan.

Xiaoxianpai: Net Buy of Easyhome New Retail Group Corporation 48.81 million yuan, Fujian Dongbai 30.78 million yuan, Net Sell of Haoxiangni Health Food 49 million yuan, Yidao Information 61.3 million yuan.

Happy Coast: Net Sell of Lianhua Holdings 52 million yuan.