On July 30, the main A-share indexes continued to weaken with over 1,700 stocks falling out of nearly 3,400 stocks rising. The total turnover for the day was 599.5 billion yuan, which was lower than 600 billion yuan for the second consecutive day. In terms of sector performance, the spatiotemporal big data and spatial computing concepts rose, the real estate services sector went up, and the Shanghai state-owned enterprise reform sector was active. The transportation equipment sector was lower, while the electrical utilities and power battery sectors were weaker, and the coal and overall automobile and electronic paper concepts dropped the most.

On the plate, the spatiotemporal big data and spatial computing concepts rose, the real estate services sector went up, and the Shanghai state-owned enterprise reform sector was active. The transportation equipment sector was lower, while the electrical utilities and power battery sectors were weaker, and the coal and overall automobile and electronic paper concepts dropped the most.

A total of 62 stocks hit the trading limit for the day, with 21 stocks hitting the limit continuously and 15 stocks failing to hit the limit, resulting in a limit-up rate of 80% (excluding ST shares, delisted shares, and new shares that have not yet opened).

Focus stocks include several online car-hailing concept stocks, including Dazhong Transportation with 15 days of 9 continuous trading limit-ups, Jin Jiang Online with 16 days of 10 continuous trading limit-ups, and Shanghai Jiao Yun Group with 15 days of 8 continuous trading limit-ups, while aerospace science and technology concept stocks Tengda Technology had 7 continuous trading limit-ups and Aerosun Corporation had 3 continuous trading limit-ups. The water treatment concept stock Interchina Water Treatment had 7 continuous trading limit-ups for its merger and acquisition restructuring.

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

The top three stocks on the daily net buying amount Dragon-Tiger List were Aerospace Microchips Science & Technology, Beijing Philisense Technology, and Nanjing Insititute of Surveying, Mapping & Geotechnical Investigation Co., Ltd., with net purchases of 55.8428 million yuan, 47.684 million yuan, and 44.7424 million yuan, respectively.

The top three stocks on the daily net selling amount Dragon-Tiger List were Zhongtong Bus Holding, Shanghai Belling Corp., Ltd., and Jiangsu Yueda Investment, with net sales of 51.3654 million yuan, 44.9518 million yuan, and 40.6112 million yuan, respectively.

Among the individual stocks that involve institutional special seats on the Dragon-Tiger List, the top three stocks on the net buying amount were Shanghai Huaming Intelligent Terminal Equipment, Citic Offshore Helicopter, and Chaozhou Three-Circle Group, with net purchases of 15.1838 million yuan, 14.159 million yuan, and 3.9515 million yuan, respectively.

Among the individual stocks that involve institutional special seats on the Dragon-Tiger List, the top three stocks on the daily net selling amount were Jiangling Motors Corporation, Zhongtong Bus Holding, and 5i5j Holding Group, with net sales of 52.6077 million yuan, 25.2337 million yuan, and 25.2331 million yuan, respectively.

Some of the top stock themes on the lists are:

Zhuhai Aerospace Microchips Science & Technology (Spatiotemporal Big Data Concept + Commercial Aerospace + Low-Altitude Economy)

1. The company has the highest number of high-spectral satellite orbits and the most complete high-spectral satellite data service capabilities globally. Currently, the "Zhuhai 1" constellation has 12 operational satellites orbiting the earth, including 4 video satellites and 8 high-spectral satellites, which is one of the largest and most powerful commercial remote sensing constellations in China. 2. In the field of aviation products, the company has completed the development of products such as unmanned aerial vehicle flight control systems. 3. In 2023, the company plans to develop and industrialize the next-generation aerospace SOC chips and platform computers. The company has successfully completed the development of the hardware platform, algorithm, model, and application software of the intelligent processing system model for satellites in orbit. 4. On July 29, 2024, after the market closed, a wholly-owned subsidiary, Gansu Aerospace Microchips Science & Technology, increased the capital of another wholly-owned subsidiary, Huayu Intelligent, from 16.588 million yuan to 79 million yuan. 5. The company's controlling shareholder is the Zhuhai State-owned Assets Supervision and Administration Commission, mainly engaged in the research and production of aerospace electronics, artificial intelligence technology, micro-nano-satellite constellations and satellite big data, and intelligent surveying and mapping technology. The self-developed Yulong (AI) chip can achieve 12 tops of computing power.

Flight-Space Microchips Science & Technology (Spatiotemporal Big Data Concept + Commercial Aerospace + Low-Altitude Economy)

1. The company has the highest number of high-spectral satellite orbits and the most complete high-spectral satellite data service capabilities globally. Currently, the "Zhuhai 1" constellation has 12 operational satellites orbiting the earth, including 4 video satellites and 8 high-spectral satellites, which is one of the largest and most powerful commercial remote sensing constellations in China. 2. In the field of aviation products, the company has completed the development of products such as unmanned aerial vehicle flight control systems. 3. In 2023, the company plans to develop and industrialize the next-generation aerospace SOC chips and platform computers. The company has successfully completed the development of the hardware platform, algorithm, model, and application software of the intelligent processing system model for satellites in orbit. 4. On July 29, 2024, after the market closed, a wholly-owned subsidiary, Gansu Aerospace Microchips Science & Technology, increased the capital of another wholly-owned subsidiary, Huayu Intelligent, from 16.588 million yuan to 79 million yuan. 5. The company's controlling shareholder is the Zhuhai State-owned Assets Supervision and Administration Commission, mainly engaged in the research and production of aerospace electronics, artificial intelligence technology, micro-nano-satellite constellations and satellite big data, and intelligent surveying and mapping technology. The self-developed Yulong (AI) chip can achieve 12 tops of computing power.

On July 29, 2024, after the market closed, a wholly-owned subsidiary, Gansu Aerospace Microchips Science & Technology, increased the capital of another wholly-owned subsidiary, Huayu Intelligent, from 16.588 million yuan to 79 million yuan.

The company's controlling shareholder is the Zhuhai State-owned Assets Supervision and Administration Commission, mainly engaged in the research and production of aerospace electronics, artificial intelligence technology, micro-nano-satellite constellations and satellite big data, and intelligent surveying and mapping technology. The self-developed Yulong (AI) chip can achieve 12 tops of computing power.

Beijing Philisense Technology (Spatiotemporal Big Data Concept)

On July 29, the Ministry of Natural Resources released the "Announcement on Strengthening the Management of Geographical Information Security for Intelligent Connected Vehicles," which not only encourages exploration of the application of geographic information security, but also supports the collection and real-time update technology research and development of geographic information data for intelligent connected vehicles, providing necessary geographic information services and testing support for advanced-level autonomous driving.

A research report from Huaxin Securities indicated that spatiotemporal big data is a public data resource with a solid governance foundation and extremely high value. The policies recently issued by the Ministry of Natural Resources are accelerating the release of the value of spatiotemporal big data elements, indicating that related companies may receive significant development opportunities.

Zhongtong Bus (intelligent driving++vehicle networking)

On the news, Zhongtong Bus announced in the evening of July 29th a notice that the company's stock has deviated by more than 20% from the market value for three consecutive trading days on July 25th, 26th, and 29th, which is considered as abnormal volatility in stock trading in accordance with the relevant regulations of the Shenzhen Stock Exchange Rules.

1. The company's intelligent driving buses have realized open road scene running tests and achieved L4 level of intelligent driving. 2. In the 2022 annual report, the company developed the U-Link smart vehicle networking platform.

In the 2022 annual report, the company developed the U-Link intelligent vehicle networking platform.

Key trading stocks of institutions:

Huaming Intelligent: down 5.38%, the daily turnover was 0.641 billion yuan, the turnover ratio was 40.44%, the volume of transactions was 0.5521 million shares, and the transaction amount was 0.641 billion yuan. The data from the Longhu list shows that the institutions' net buy was 15.1838 million yuan.

CITIC Offshore Helicopter: rose by 2 limit boards with a full-day turnover ratio of 19.01%, a turnover of 2.361 billion yuan, and an amplitude of 6.81%. Longhu's data shows that the institutions' net purchase was 14.159 million yuan, the net selling from Shenzhen Connect was 26.4114 million yuan, and the seat total purchase of the Sales Department was 35.5997 million yuan.

Surpass Technology: fell 8.51%, the full-day turnover rate was 56.01%, the turnover was 0.378 billion yuan, and the amplitude was 24.74%. Longhu's data shows that the institutions' net purchase was 3.9515 million yuan, and the seat total sales of the Sales Department was 9.6887 million yuan.

Jiangling Motors Corporation: rose limit, the full-day turnover ratio was 10.56%, the turnover was 1.498 billion yuan, and the amplitude was 13.71%. Longhu's data shows that the institutions' net sell was 52.6077 million yuan, the net selling from Shenzhen Connect was 14.8645 million yuan, and the seat total purchase was 0.108 billion yuan.

Zhongtong Bus: rose by 1.79%, the full-day turnover ratio was 31.30%, the turnover was 2.31 billion yuan, and the amplitude was 14.50%. Longhu's data shows that the institutions' net sell was 25.2337 million yuan, the net selling from Shenzhen Connect was 21.9934 million yuan, and the seat total sell was 4.1383 million yuan.

5i5j Holding Group: rose limit, the full-day turnover ratio was 21.68%, the turnover was 1.25 billion yuan, and the amplitude was 11.76%. Longhu's data shows that the institutions' net sell was 25.2331 million yuan, the net buy from Shenzhen Connect was 25.475 million yuan, and the seat total purchase was 36.337 million yuan.

In the Longhu list, there are 4 stocks with Shanghai Stock Connect special seats. King Long Motors Group's Shanghai Stock Connect special seat has the largest net purchase amount of 19.2573 million yuan.

In the Longhu list, there are 9 stocks with Shenzhen Stock Connect special seats. The Shenzhen Stock Connect special seat of 5i5j Holding Group has the largest net selling amount of 33.4225 million yuan.

Yoozoo operation dynamics:

Low-level mining: net bought Hangyu Micro, Heilonjiang Interchina Water Treatment, and Anaida 28.06 million yuan, 12.54 million yuan, and 12.3 million yuan respectively.

Shanghaitong Road: net bought Shang Hai Ya Tong, Shanghai Jin Jiang Online Network Service, and Qiming Information Technology, which were 30.18 million yuan, 26.98 million yuan, and 23.52 million yuan respectively; sold Linhai Co., Ltd. for 22.46 million yuan.

Hu Jia Lou: net bought CITIC Offshore Helicopter 61.81 million yuan.

Shandong Bang: net bought Hangyu Micro 12.98 million yuan.

Fang Xin Xia: net bought Shanghai Belling Corp., Ltd. and Qiming Information Technology for 44.21 million yuan and 18.15 million yuan respectively; net sell was Zhongtong Bus for 37.09 million yuan.

Northeast Men: net bought CITIC Offshore Helicopter 24.61 million yuan.

Beijing Zhongguancun: net bought Zhongtong Bus 20.96 million yuan.

Sangtian Road in Ningbo: Net buying Qiming Information Technology, Keli Equipment and 5i5j Holding Group, which were 25.99 million yuan, 19.72 million yuan and 14.75 million yuan respectively; net selling Xiamen King Long Motor Group worth 93.93 million yuan.

Wenzhou Bang: net selling Qiaofeng Asia Vets worth 11.79 million yuan.