On June 20th, the three major A-share indices fell together, with the Shanghai Index approaching 3000 points and the Star Market defying the trend and strengthening. More than 4400 stocks in the Shanghai and Shenzhen markets fell and less than 900 rose, with a total turnover of 724.4 billion yuan for the day, an increase of 19.6 billion yuan from the previous day.

On the market, the holographic technology sector fell, the PEEK material sector fell sharply, and the car service, engineering consulting services, and flying car sectors fell the most. In addition, the education sector rose against the trend, the semiconductor sector continued to surge, and the CRO, precious metals, EDR concepts, and weight loss medication sectors rose the most.

Today, 31 stocks hit the limit up, with a total of 8 consecutive boards and 14 stocks failing to hit the limit, with a limit rate of 69% (excluding ST stocks, delisted stocks, and new stocks that have not opened boards).

In terms of focus stocks, East Crystal Electronics staged a"ground-sky board"promotion with 7 consecutive boards, Shanghai Huaming Intelligent Star-Boarded for 4 consecutive boards, Soling Shares Star-Boarded for 4 consecutive boards, Trust Alliance Information Development Boarded for 2 consecutive boards, and Kaiwei Te of the chip industry chain had 4 boards in 6 days, and Qipai Technology had 2 consecutive boards.

Let's take a look at the Dragon Tiger List below:

Today's top three net purchases on the Dragon-Tiger List were Boji Medical Technology, Zhonglun New Materials, and Chuanzhi Education, with 92.8867 million yuan, 70.9944 million yuan, and 63.3932 million yuan respectively.

Today, the top three net sales on the Dragon-Tiger List were Pengdu Agriculture & Animal Husbandry, Shanghai Huaming Intelligent, and Wuhan Yangtze Communications, with 96.6005 million yuan, 53.9023 million yuan, and 52.7023 million yuan respectively.

Among the individual stocks involving institutional seats on the Dragon-Tiger List, the top three net purchase amounts for the day were Silinjie, Wilgo, and Guangdong Guangzhou Daily Media, at 4.2397 million yuan, -0.1569 million yuan, and -0.7694 million yuan respectively.

Among the individual stocks involving institutional seats on the Dragon-Tiger List, the top three net sales for the day were Eisen Stock, Zhonglun New Materials, and Shandong Daye, at 44.8166 million yuan, 35.4033 million yuan, and 18.1723 million yuan respectively.

Some of the top stock themes on the lists are:

Boji Medical Technology (CRO+ weight loss medication)

On the news side,Nuochi Bio expects to achieve a net profit attributable to shareholders of 180 million yuan to 250 million yuan in the first half of 2024, an increase of 330.08% to 497.34% year-on-year (disclosed statutory data) compared to the same period last year, driving a collective rebound in the weight loss medication and biomedical sectors.

1. On February 19, 2024, the company announced after the market that it had signed a"Technical Service (Commission) Contract"with Nuochi Bio, with a total contract amount of 108 million yuan. The contract stipulates that Nuochi Bio entrusts the company to provide clinical research services for"Semaglutide Injection"to study the clinical efficacy and safety of treating type 2 diabetes and obesity patients.

2. CRO service provider: the company mainly provides full-process"one-stop" CRO services for domestic and foreign pharmaceutical companies and other research institutions on the research and development and production of new drugs and medical devices.

Zhonglun New Materials (new stock + new materials concept + registration system new stock)

On June 20, Zhonglun New Materials Co., Ltd. was listed on the ChiNext Board of the Shenzhen Stock Exchange, with a stock code of 301565. The company issued 60.01 million new shares publicly this time, accounting for 15% of the total equity of the company after the public offering. The issue price this time was 11.88 yuan per share.

Zhonglun New Materials, known as the"king of nylon film", is the world's largest supplier of BOPA (biaxially oriented polyamide film), with its core products including functional film materials BOPA, biodegradable film materials BOPLA (biaxially oriented polylactic acid film), and PA6 (polyamide 6), etc. Public information shows that Zhonglun New Material's BOPA film accounted for 20% of the global market share in 2021-2023, firmly occupying the industry's leading position. Its main customers include Marubeni Corporation, Mondi Group, Amcor Group, Putailai New Energy Technology, Huangshan Novel, Dingzheng Group, Shuanghui Group, and other well-known domestic and foreign enterprises. The company's products have entered the global supply system of well-known terminal brand manufacturers such as COFCO, Yihai Kerry, CATL, BYD, Master Kang, Unilever, Procter & Gamble, etc.

Pengdu Agriculture & Animal Husbandry (soybean + grain concept)

Pengdu Agriculture & Animal Husbandry hit the limit today, with a price of 0.73 yuan approaching a historical low, with a total market value of less than 5 billion yuan.

Today, the company stated on the interactive platform that it is actively taking measures to stabilize the company's stock price, including launching a share buyback plan, a controlling shareholder and concerted action person shareholding plan, a director and executive shareholding plan, etc.

Yesterday evening, the company issued a risk warning that the company's stock may be delisted due to a price below par value. As of the 20th, Pengdu Agriculture & Animal Husbandry Co., Ltd.'s stock has been trading below 1 yuan for 12 consecutive trading days.

Key trading stocks of institutions:

SILIN JIE:Up by the limit today, with a turnover rate of 11.73%, a trading volume of 49,400 shares, a turnover of 119 million yuan, and a total market value of 1.692 billion yuan. Data from the Longhu list shows that institutions had a net purchase of 4.2397 million yuan.

WILLGO:Dropped by 9.68% with a turnover rate of 46.03%, a turnover of 617 million yuan, and a fluctuation of 8.04%. Data from the Longhu list shows that institutions had a net sell of 156.9 thousand yuan, and Shenzhen Stock Exchange bought a net of 15.1357 million yuan. The sales department's total net purchase was 12.4805 million yuan.

Guangdong Guangzhou Daily Media:Dropped by 8.94%, with a turnover rate of 2.43%, a trading volume of 275,600 shares, and a turnover of 903.465 million yuan. Data from the Longhu list shows that institutions had a total net sell of 769.4 thousand yuan, and northbound funds had a net purchase of 3.2938 million yuan.

Aerosun Corporation:Up by 1.86%, with a turnover rate of 60.74%, a trading volume of 107,500 shares, a turnover of 574 million yuan, and a total market value of 1.692 billion yuan. Data from the Longhu list shows that institutions had a net sell of 44816.6 thousand yuan. They are listed on well-known speculators lists such as Shang Tang Road and Beijing Zhongguancun.

Zhonglun New Materials:It soared 288.1% on its first day of listing, with a turnover of 1.799 billion yuan and a turnover rate of 73.88%. Data from the Longhu list shows that institutions occupy seats 2-5 and net sold 35.4 million yuan. They had a total net purchase of 70994.4 million yuan on the list all day.

Shandong Daye:Dropped by 9.84%, with a turnover rate of 4.33%, a trading volume of 148,100 shares, a turnover of 113 million yuan. Data from the Longhu list shows that institutions had a net sell of 18172.3 thousand yuan.

Among the Longhu list, there are 3 stocks involving the Shanghai Stock Connect special seat, of which the Shanghai Stock Connect special seat net purchase amount of Aerospace Dawn is the largest, with a net purchase amount of 6.7624 million yuan.

Among the Longhu list, there are 7 stocks involving the Shenzhen Stock Connect special seat. The Shenzhen Stock Connect special seat net purchase of Wilgo is the largest, with a net purchase of 15.1357 million yuan.

Yoozoo operation dynamics: