On February 25, the main indices of A-shares continued to adjust, with a total trading volume of 1.93 trillion yuan, a decrease of 189.9 billion yuan compared to the previous trading day, and over 3,700 stocks in the All Market fell.

Agriculture stocks collectively declined, with Transgenic and Grain Concept sectors leading the drop, while Short Drama and Cultural Media stocks saw widespread declines; Huawei smartphones, Industrial Mother Machine, and Autos sector rose.

Today, a total of 57 stocks hit the daily limit, with 14 stocks in consecutive board connection, and 35 stocks failed to board, resulting in a board rate of 62% (excluding Special Treat stocks and Delisted stocks).

In terms of focus stocks, Hang Zhou Iron & Steel hit the limit and recorded 11 consecutive boards over 15 days, WPG (Shanghai) Smart Water Public Co.,Ltd. had 8 boards over 11 days, and the popular stock Talkweb Information System plummeted to the limit at the close.

Now let’s take a look at the leaderboard situation:

The top three net buying amounts on the Dragon and Tiger List for the day are Greatoo Intelligent Equipment Inc., Talkweb Information System, and Sichuan Jiuzhou Electric, amounting to 0.363 billion yuan, 0.349 billion yuan, and 0.318 billion yuan respectively.

The top three net selling amounts on the Dragon and Tiger List for the day are Bee Assistant, Beijing Shengtong Printing, and DHC Software, amounting to 0.216 billion yuan, 0.134 billion yuan, and 68.6168 million yuan respectively.

Among the stocks involved with institutional special seats on the Dragon and Tiger List, the top three net buying amounts for the day are Lianyun Technology, INESA Intelligent Tech Inc., and Suzhou Hesheng Special Material, amounting to 0.162 billion yuan, 0.104 billion yuan, and 73.8517 million yuan respectively.

Among the stocks involved with institutional special seats on the Dragon and Tiger List, the top three net selling amounts for the day are Bee Assistant, RunJian Co.,Ltd., and Zhejiang Daily Digital Culture Group, amounting to 0.223 billion yuan, 0.124 billion yuan, and 58.4477 million yuan respectively.

Some stock themes on the lists:

Greatoo Intelligent Equipment Inc. (Humanoid Robots + XT Reducers + Tire Molds)

1. The company's main business includes tire molds, hydraulic vulcanizers, robots, and intelligent equipment. The main products are radial tire molds, hydraulic vulcanizers, and robots.

2. On February 24, it was interacted: The company's latest developed XT reducer product suitable for humanoid robots, according to preliminary research on trial products, can significantly reduce weight for humanoid robots while providing ultra-long lifespan, rigidity, and overload capacity, solving the problem of certain reducers slipping teeth under impact forces encountered by humanoid robots. Of course, these advantages still need to be verified in practice and will continue to be improved in actual applications.

Talkweb Information System (Computing Power)

In terms of news, overnight, popular China Concept Stocks fell broadly, leading to a significant shock in the opening of technology stocks in the A-share market today. Additionally, with the recent continuous rise in AI industry chain related sectors, long positions and profit-taking funds are competing for pricing power throughout the day, increasing market divergence.

Sichuan Jiuzhou Electric (Low-altitude Economy + Military Industry Informatization)

1. The company focuses on the research and development and manufacturing of military products, participating in multiple key military projects, accumulating rich experience and market channels in military product development. Currently, related products have been widely applied in radar, aerospace communications, electronic countermeasures, and other fields.

2. The company's air traffic management business technology and products have been applied in the low-altitude pilot projects in Sichuan Province. Air traffic management products are also targeted at quality customers such as military units, research institutes, and air traffic management units, covering the entire process from aircraft takeoff, ascent, cruise, descent to landing, involving radar, electronic countermeasures, aerospace communications, air traffic management systems, and other fields.

3. The company is a state-owned enterprise, ultimately controlled by the State-owned Assets Supervision and Administration Commission of Mianyang City.

Bee Assistant (Cloud Phone + H Cloud)

1. On the news front, on February 24, Yu Chengdong posted a video on Weibo stating that Huawei will release a "product that no one expects" in March, which is the first new form smartphone born for the original Harmony OS.

In 2025, the company's cloud terminal technology and products will be deployed and implemented in both 2C and 2B markets. For the 2C business, the company will collaborate with H Cloud to create a cloud application ecosystem, providing operators with 2C cloud phones (including various AI intelligent agents) and supporting the implementation of cloud phone businesses for operators' provincial companies, aiming to expand existing C-end customers into cloud phone users and computing power package customers.

DHC Software (DeepSeek Concept + Computing Power)

In terms of news, DHC Software responded to investor inquiries stating that the company has not signed a service cooperation agreement with DeepSeek and has no business cooperation at present. Currently, the company is not involved in humanoid robots; it only assists owners in operating computing power business and does not directly engage in computing power leasing business.

Institutions focus on trading individual stocks:

Lianyun Technology: Closed up 5.28%, trading volume 1.158 billion yuan, turnover ratio 30.21%. According to the leaderboard data, institutions collectively net bought 0.162 billion yuan; well-known speculative funds bought 32.8573 million yuan.

INESA Intelligent Tech Inc.: Closed up 7.82%, stock price reached a historic high, trading volume 8.861 billion yuan, turnover ratio 29.23%. According to the leaderboard data, institutions collectively net bought 0.104 billion yuan, and northbound funds collectively net bought 0.184 billion yuan. Well-known speculators like Zuo Shouxin and Xu Xiao from Hongqiao Road are on the list.

Suzhou Hesheng Special Material: Today it hit the daily limit down, with a turnover ratio of 13.82% for the whole day, a transaction volume of 0.832 billion yuan, and an amplitude of 7.37%. Data from the leaderboard shows that Institutions net bought 73.8517 million yuan, while brokerage seats collectively net sold 55.6379 million yuan.

Feng Assistant: Up 16.50%, with a turnover ratio of 41.46% for the whole day, a transaction volume of 3.044 billion yuan, and an amplitude of 13.23%. Data from the leaderboard shows that Institutions net sold 0.223 billion yuan, HK->SZ net sold 43.9927 million yuan, and brokerage seats collectively net bought 51.0348 million yuan.

RunJian Co.,Ltd.: Down 8.4%, with a turnover ratio of 24.68%, a trading volume of 0.5265 million hands, and a transaction volume of 3.488 billion yuan. Data from the leaderboard shows that Institutions collectively net sold 0.124 billion yuan, while northbound capital collectively net bought 0.121 billion yuan. Well-known speculative capital such as Liu Shahe is notable on the leaderboard.

Zhejiang Daily Digital Culture Group: It has hit the daily limit down for 2 consecutive days, with a turnover ratio of 14.4%, a trading volume of 1.8261 million hands, and a transaction volume of 2.865 billion yuan. Data from the leaderboard shows that Institutions collectively net sold 58.4477 million yuan, while northbound capital collectively net sold 11.7105 million yuan.

On the leaderboard, there are 6 individual stocks involving HK -> SH dedicated trading seats, with INESA Intelligent Tech Inc. having the largest net buying amount of 0.184 billion yuan.

On the leaderboard, there are 9 individual stocks involving HK->SZ dedicated trading seats, with RunJian Co.,Ltd. having the largest net buying amount of 0.121 billion yuan.

Speculative fund operation trends:

Trader Monkey: Net purchase of Talkweb Information System 0.3709 billion yuan.

Ningbo Sangtian Road: Net purchases of Talkweb Information System and DHC Software, totaling 0.2477 billion yuan and 99.01 million yuan respectively, with net sales of Sichuan Golden Summit and Bee Assistant, totaling 49.89 million yuan and 12.51 million yuan respectively.

Zuoshi Xinyi: Net purchase of INESA Intelligent Tech Inc. and Jiangsu Nonghua Intelligent Agriculture Technology, totaling 0.165 billion yuan and 26.84 million yuan respectively.

Relaxation faction: Net purchase of Greatoo Intelligent Equipment Inc. 0.1501 billion yuan, net sale of Hangzhou Advance Gearbox Group 36.92 million yuan.

Zhongshan Donglu: Net purchases of Hang Zhou Iron & Steel and Cloud Tian Lihui, totaling 0.1068 billion yuan and 70.73 million yuan respectively.

Xu Xiao: Net purchase of INESA Intelligent Tech Inc. 0.1031 billion yuan.

Zhang Mingzhu: Net sell of Hangjin Technology 58.29 million yuan.

HuJialou: Net buy of Weichai Heavy Machinery 58.29 million yuan, net sell of DHC Software 0.1961 billion yuan.

Fang Xinxia: Net sell of Hang Zhou Iron & Steel 99.47 million yuan.

Low-level excavation: Net buy of INESA Intelligent Tech Inc. 73.28 million yuan, net sell of Jiangsu Nonghua Intelligent Agriculture Technology 0.1158 billion yuan.