Shanghai Asia Business Investment Consulting Preface: Don’t be afraid of the ups and downs of the market, decipher the funds on the Dragon and Tiger List, track the trends of front-line hot money and institutional funds, and identify short-term hot spots and strong stocks.
- market sentiment
The three major indexes fluctuated and adjusted today. The Shanghai Composite Index once fell by more than 1% in the afternoon. Heavyweight sectors such as banking and oil fell. PetroChina fell by more than 5%, and Sinopec and Postal Savings Bank of China fell by about 4%. Composite current collector concept stocks rose sharply, Baoming Technology, Actis Technology, and Dawson Technology rose by the limit, and Dongwei Technology rose by more than 10%. Superconducting concept stocks opened higher and moved lower, with National Cable Testing, Zhongfu Industrial, and Baili Electric all having two consecutive trading days. Robot concept stocks are active again, with New Era and China-Malaysia Transmission hitting their daily limit. Smart driving concept stocks rose in the afternoon, with Luchang Technology and Zhejiang Shibao closed. In terms of sector concepts, real estate brokerage, composite current collectors, superconductors, reducers and other sectors were among the top gainers, while ophthalmology, shipping, catering, steel and other sectors were among the top losers. The total transaction volume of the two cities was 836.1 billion yuan, a decrease of 120.6 billion yuan from the previous trading day. The transaction amount of the two cities continued to shrink. Generally speaking, individual stocks fell more than they rose, with more than 2,800 stocks in the two cities falling. In terms of individual stock sentiment, the comparison of the rise and fall of individual stocks in the two cities in 2014: 2794 , the comparison of the daily limit and low limit of individual stocks was 33 :0 , 21 stocks exploded, the explosion rate was 39%, and the net sales of northbound funds were 5.2 billion yuan. On the market, the market continued its shrinking and correction trend, with heavyweight sectors such as oil and banks becoming the main force in today's decline. After today's decline, its own rebound structure has been destroyed, and the follow-up is likely to be dominated by shock consolidation.
Data source: Financial Associated Press
Today, the concept of superconducting continues to ferment, including the cable detection 2-connected board. According to the news, a team from Huazhong University of Science and Technology successfully verified for the first time the synthesis of LK-99 "room temperature superconducting crystal" that can be magnetically levitated, which is expected to achieve true contactless superconducting magnetic levitation. In addition, Sun Yan and Liu Peitao, researchers at the Institute of Metal Research, Chinese Academy of Sciences, mainly conducted theoretical calculations. Judging from the calculation results, LK-99 has the possibility of room temperature superconducting. Zheshang Securities research report analysis pointed out that the current application of superconducting materials is limited to low temperature and high pressure environments. If a breakthrough is made in room temperature and normal pressure superconducting materials, it will bring about changes in many fields such as energy, transportation, computing, and medical testing.
Data source: Flush
- Fund focus
- Dragon Tiger Decryption:
According to the analysis of the capital data of the Dragon and Tiger List on August 2, the top five net purchases of funds on the Dragon and Tiger List are Zhejiang Shibao, Veken Precision, Hongbo Co., Ltd., Guochuang High-tech, and Baili Electric , with net purchases of 119 million yuan each. , 99.84 million yuan, 64.06 million yuan, 62.2 million yuan, 56.46 million yuan. The top of the list of funds is Zhejiang Shibao, a stock in the auto parts sector.
The above data comes from Flush. The individual stocks involved in the article are for display only and are not intended to be shared tips. They do not constitute investment advice. Please operate at your own risk.
2. Top three funds on the Dragon and Tiger list
① Zhejiang Shibao ( 002703 ) , today topped the list of funds. It belongs to the sector: auto parts. The net amount of funds purchased was 119 million yuan, and institutional buying was obvious. Reasons for being on the list: Securities with a daily increase deviation of 7%; securities with a daily amplitude of 15%. 1. Announcement on July 10: The company plans to raise no more than 1.18 billion yuan in fixed-term capital from no more than 35 specific investors, which will be used to increase the annual output of 600,000 sets of automobile intelligent steering system technology transformation projects and automobile intelligent steering projects. System and key component construction projects, intelligent connected vehicle steering-by-wire technology research and development center projects, and supplementary working capital. 2. The company is mainly engaged in the research and development, design, manufacturing and sales of automobile steering gears and other key components of steering systems. The company's products mainly include hydraulic power-assisted recirculating ball steering gear and steering booster cylinder, hydraulic power-assisted rack and pinion steering gear and control valves, steering knuckles, electric power steering systems and mechanical recirculating ball steering gear series. 3. The world's leading steering system provider, interaction on July 22, 2022: At present, the application of the company's steering products in autonomous vehicles is still in the development, testing and trial installation stages in a closed environment, and has not yet formed mass production supply. . 4. On April 17, 2020, the company stated on the interactive platform: The company’s electric power steering is mainly used in new energy vehicles. The company provides electric steering products to new energy vehicles produced by its major automobile factory customers, including Geely Automobile. Currently, the steering products provided for new energy vehicles account for more than one-third of the total business.
Data source: Flush
②Weike Precision ( 301499 ) , with a net purchase of 99.84 million yuan, belongs to the sector: auto parts. Reasons for inclusion on the list: Securities with daily price fluctuations of 30% or above; securities with daily turnover rates of 30% or above; securities with daily closing price fluctuations of 15% or more; % of securities. 1. The company is mainly engaged in the research and development, production and sales of automotive electronic precision components, non-automotive connectors and components, and precision molds. The company's main products include automotive electronic products, non-automotive connectors and components, and precision molds. 2. The company’s listing date is 2023-07-21. The company's main business is the R&D, production and sales of automotive electronic precision components, non-automotive connectors and components, and precision molds. 3. Announcement on September 29, 2022: The company’s HPD IGBT power module components and CATL battery pack BMS connectors are used in Xpeng G3/P7 and other models.
Data source: Flush
③Hongbo Shares ( 002229) , with a net purchase of 64.06 million yuan, belongs to the sector: packaging and printing. Reason for being on the list: Securities with a daily increase deviation of 7%. 1. On the evening of July 28, Hongbo Co., Ltd. issued the "Announcement on the Signing of Major Contracts by Wholly-Owned Subsidiaries" stating that its wholly-owned subsidiary InBev Digits, as the implementation entity of the company's "Beijing AI Innovation Empowerment Center Project", will On March 27, InBev Digital signed a "Purchase and Sales Contract" with Ziguang Xiaotong. InBev Digital purchased some of the equipment required for the AI Innovation Enablement Center from Ziguang Xiaotong. The total contract value of this transaction was 494 million yuan. 2. Huayiyi replied on April 24: InBev Digital has currently signed a computing power leasing service contract with Wuji Intelligent (Beijing) Technology Co., Ltd. InBev Digital will provide NVIDIA high-speed computing to Wuji Intelligent within 12 months after the signing of the agreement. High-performance GPU computing power rental service, no more than 256 servers will be delivered in one phase, with a total of no less than 1280P computing power. 3. News from the official account of InBio Digital, a wholly-owned subsidiary, shows that its product, the virtual digital human management trainee Xiao E, is a virtual digital human product. 4. The company has cooperated with Zhongguancun Zhongheng Cultural Technology Innovation Service Alliance, NVIDIA, and Beijing Yingbo Digital Technology Co., Ltd. to establish the Beijing AI Innovation Empowerment Center in Beijing to carry out project construction and operations in the field of artificial intelligence technology. A "Cooperation Agreement" was signed on service matters. 5. The company’s main business covers security printing, new lottery channel services, book printing and high-end packaging printing, etc.
Data source: Flush
3. Institutional funds participate in the top five stocks:
Today, the stock with the highest institutional capital participation among the top five is Guochuang Hi-Tech, an industry in which the company belongs to petroleum processing and trading. 1. The renovation of old residential areas first requires asphalt pavement repair, and repair of cracks and potholes in the old asphalt pavement. The company is mainly engaged in a series of pavement modified asphalt products, which are mainly used for pavement paving and maintenance of highways, national and provincial highways and other projects. 2. An after-hours announcement on July 14, 2023, that the company had divested the real estate intermediary service sector as a whole in June this year. During the transition period, the revenue dropped significantly compared with the same period last year, and the losses were significantly reduced. The net profit of this sector in 2022 was -500 million yuan. 3. The company's "Guochuang" brand modified asphalt has become a well-known brand of modified asphalt in my country. It is used in some sections of my country's "five vertical and seven horizontal" and "nine vertical and eighteen horizontal" national trunk lines and in 22 provinces and cities across the country. It has been widely used in key projects of urban arterial roads and highways in municipal construction.
Data source: Flush
4. The top five stocks with hot capital participation in the Dragon and Tiger List:
The top five stocks in today's Dragon and Tiger List all hit their daily limit. Hongbo Co., Ltd. (packaging and printing) has attracted the attention of quantitative funds and well-known hot funds; Baili Electric (power equipment) has attracted the attention of quantitative boards and Fenge hot funds; ST Daji (retail) has attracted the attention of well-known hot funds; Yunnan Urban Investment ( Retail) has attracted the attention of quantitative funds and Zhao Laoge hot money; Falsheng (environmental protection) has attracted the attention of quantitative hot money.
Data source: Flush
- Stock height
Stocks with consecutive boards: The total number of stocks with consecutive boards is8,an increase of five from the previous trading day,the highest number of consecutivestocks in the two cities (two consecutive stocks). The number of consecutive boards in the market has returned to a low level with the end of the five-board national record high, which has shaken the speculative sentiment of the market. However, against the background of the collective correction of the three major indexes, the securities sector bucked the trend and rose, ushering in the return of funds, which is enough to show that this round of securities sector will not end easily. However, it should be noted that the current market as a whole is showing a trend of shrinking and consolidation. Even if the brokerage sector surges further upward, it will mostly be in the form of a shock cycle.
Reference materials : Tonghuashun, Cailianshe
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