Kowloon Securities | Optical module concept stocks have closed orders with funds exceeding 300 million yuan, and the daily limit of the media sector is coming

Today, the three major A-share stock indexes opened lower and moved lower. A total of 37 shares closed at the daily limit in the Shanghai and Shenzhen stock markets. Excluding 4 ST shares, a total of 33 shares have a daily limit. In addition, 10 shares attempted to be closed, and the overall closing rate was 78.72%.

 

Daily limit battlefield:

Huagong Science and Technology sealed a fund of more than 300 million yuan

Judging from the volume of closing daily limit orders, Tongfang shares had the highest number of sealed orders, with 252,600 lots; followed by BlueFocus, Huagong Technology, and Changhong Huayi, with daily limit orders of 142,600 lots, 102,500 lots, and 80,600 lots respectively . Judging from the number of consecutive daily limit days, Cambridge Technology has 3 consecutive boards, Ciwen Media, and Nanbian Media have 2 consecutive boards.

Calculated by the amount of the seal, the amount of the seal of 7 shares exceeded 100 million yuan, of which Huagong Technology, Tongfang, and Sugon were 358 million yuan, 227 million yuan, and 174 million yuan respectively.

Optical module concept stock Huagong Technology recently stated in an investor research activity that in 2023, the company will further deepen its cooperation with Volkswagen, BMW, Nissan, BYD, SAIC, GAC, FAW, Geely, Changan, Ideal, NIO, Nezha, Leap and other car OEMs, and actively reached a "mutually beneficial and win-win" relationship with upstream customers in the car supply chain such as CATL, Valeo, Air Conditioning International, and Estrotron, so as to participate in and promote new energy cars and smart cars. The development of the field of connected cars.

Faucet finishing touch:

The daily limit of many media stocks

1. Media

Stocks with daily limit: Palm Reading Technology, my country Science and Technology, my country Publishing, China Media, South Media

Palm Reading Technology: The company has been focusing on the field of digital reading, with a huge and stable user base, rich high-quality content, strong technical innovation capabilities and in-depth content operation and development capabilities.

my country's science biography: The company has successively launched "Science Library", "Science Think Tank", "my country's Biological Archives", "my country's Paleontological Formation Knowledge Base", "Zhongke Cloud Education Channel" and other digital products and knowledge service channels.

Publishing books in my country: The "China National Studies Resource Library" project has achieved a leapfrog increase in the strength of content resources, forming an inductive resource library with ancient books as the center and common sense as the context.

2. Optical module

Stocks with daily limit: Huagong Technology, Cambridge Technology, Liantech

Huagong Technology: The main customers of the company's optical module products currently use 100G-400G products, and have launched 800G optical silicon module products.

Cambridge Technology: The company's 25G, 50G/100G, 400G/800G optical module products accounted for about 0.4%, 53.8%, and 25.7% of the operating revenue.

Liantech: The company has 800G optical modules based on EML, SiP, and TFLN modulation technologies.

3. Computing power

Stocks with daily limit: Tongfang, Fii, Sugon, Cambrian-U

Tongfang Co., Ltd.: The company's project Qingcheng Zhiguang is located at the national east-west computing center node, and has high network bandwidth, low latency and convenient transportation with central cities such as Beijing.

Fii: The opening of the era of computing power provides the company with more opportunities. The company will rely on its technology and product accumulation in the field of cloud computing, as well as its world-leading customer base and massive production data, to deepen its layout in the computing power market .

Zhongke Sugon: The company has provided computing power support for the training of many domestic large-scale models such as "Zidong Taichu" and "Enlightenment 2.0".

4. Other hot stocks

Wondershare Technology: The company has already registered a GPT4 API interface with a commercial account, and will actively carry out product update access and testing in the future.

BlueFocus: In the first quarter, it reached a strategic cooperation with Microsoft’s commercial advertising center agency to explore more new possibilities brought by New Bing to overseas advertisers, and also opened a new direction for future joint exploration of AIGC.

Xinruida: The Micro LED display technology being developed by the company can be used in the field of micro-displays including smart wearable products such as watches.

Dragon Tiger Stand:

Zhongke Sugon received a net purchase of over 2.4 billion yuan

In today's Dragon and Tiger list, Zhongke Sugon, BlueFocus, Fii, Cambrian-U, Perfect World, and Tongfang are on the list.

Among them, Zhongke Sugon, BlueFocus, and Shanghai Electric Power Co., Ltd. were the top three net purchases on the Dragon and Tiger List of the day, with 2.43 billion yuan, 765 million yuan, and 27,700 yuan respectively.

Among the stocks with special seats for organizations, the top three net purchases on the day were Fii, Cambrian-U, and Pengding Holdings, which were 747 million yuan, 563 million yuan, and 226 million yuan, respectively.

Shanghai Stock Connect special seats bought 301 million yuan of Zhongke Sugon, net sold Cambrian-U49.399 million yuan; Shenzhen Stock Connect special seats net bought Blue Cursor 377 million yuan, and net bought 232 million yuan of Perfect World Yuan.

In terms of hot money, "Little Cotton Jacket" (Shanghai Branch of Shanghai Securities) net bought Wanxing Technology for 40.7927 million yuan; "Beijing Gang" (China Merchants Securities Beijing Chegongzhuang West Road) net sold South Media for 53.3022 million yuan.

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Origin blog.csdn.net/csdn96199/article/details/130282327