On August 5th, global panic spread, with more than 4,700 stocks falling in the two markets, more than 500 stocks rising, 51 stocks hitting the limit, and 36 stocks falling. The market hotspots are focused on areas that promote consumption policies, such as tourism and education. As for high-priced stocks, commercial space concept Tengda Technology rose for 11 consecutive days, Daye Co., Ltd. rose for 4 consecutive days, and Aerospace Science and Technology rose for 2 consecutive days. The popular stock Dazhong Transportation recorded 19 consecutive days of gains and reached a new high for the period. Pharmaceutical stocks Baihua Pharmaceutical rose for 5 consecutive days, Chempartner Pharmatech and Shandong Lukang Pharmaceutical rose for 2 consecutive days. Low-priced stocks Zotye Automobile rose for 4 consecutive days, Lingnan Eco&Culture-Tourism rose for 2 consecutive days, education stock Offcn Education Technology rose for 5 consecutive days, consumer stock Shanghai Guijiu rose for 4 consecutive days, and Nanjing Central Emporium (Group) Stocks rose for 2 consecutive days. An Anbang Guard, a low-altitude economy, rose for 2 consecutive days.

The market hotspots are focused on areas that promote consumption policies, such as tourism and education.

As for high-priced stocks, the commercial space concept Tengda Technology rose for 11 consecutive days, Daye Co., Ltd. rose for 4 consecutive days, and Aerospace Science and Technology rose for 2 consecutive days. The popular stock Dazhong Transportation recorded 19 consecutive days of gains and reached a new high for the period. Pharmaceutical stocks Baihua Pharmaceutical rose for 5 consecutive days, Chempartner Pharmatech and Shandong Lukang Pharmaceutical rose for 2 consecutive days. Low-priced stocks Zotye Automobile rose for 4 consecutive days, Lingnan Eco&Culture-Tourism rose for 2 consecutive days, education stock Offcn Education Technology rose for 5 consecutive days, consumer stock Shanghai Guijiu rose for 4 consecutive days, and Nanjing Central Emporium (Group) Stocks rose for 2 consecutive days. An Anbang Guard, a low-altitude economy, rose for 2 consecutive days.

Now let's take a look at today's Longhu Bang.

Today, the top three net buy orders on the dragon tiger list are Dongshan Precision Manufacturing, Shenyu Communication Technology Inc., and Fuchun Technology, with net buy orders of 0.407 billion yuan, 79.8652 million yuan, and 47.1133 million yuan, respectively.

The top three net sell orders on the dragon tiger list are Qiming Information Technology, Shenzhen Woer Heat-Shrinkable Material, and Zhejiang Kanglongda Special Protection Technology, with net sell orders of 0.12 billion yuan, 0.106 billion yuan, and 82.0997 million yuan, respectively.

Among the stocks involved in institutional exclusive seats on the dragon tiger list, the top three stocks with net buy orders on the day are Shenyu Communication Technology Inc., Dongshan Precision Manufacturing, and Chongqing Zonsen Power Machinery, with net buy orders of 0.104 billion yuan, 0.102 billion yuan, and 54.7137 million yuan, respectively.

Among the stocks involved in institutional exclusive seats on the dragon tiger list, the top three stocks with net sell orders on the day are Shenzhen Woer Heat-Shrinkable Material, Qiming Information Technology, and Sanyangma, with net sell orders of 59.4265 million yuan, 31.0469 million yuan, and 9.8549 million yuan, respectively.

Some of the top stock themes on the lists are:

Dongshan Precision Manufacturing (Consumer Electronics + Apple Concept + PCB).

The stock hit the limit down, with a turnover rate of 8.57% and a turnover of 2.628 billion yuan throughout the day.

Three institutions had net buy orders of 0.102 billion yuan, the Shenzhen-Hong Kong Stock Connect saw net buy orders of 0.593 billion yuan, Little Crocodile had net sell orders of 54.7724 million yuan, and Quantitative Fund had net sell orders of 22.9421 million yuan.

1. Buffett disclosed over the weekend that he had cut his Apple holdings by nearly half. Analysts pointed out that Buffett's sale "will immediately be seen as bearish. Apple is the top symbol of global consumption, and this is a declaration about global consumers."

Shenyu Communication Technology Inc. (Aviation and Aerospace + AI Hardware).

It had previously hit a new high, but fell 15.13% today, with a turnover rate of 28.73% and a turnover of 1.256 billion yuan throughout the day.

Three institutions had net buy orders of 0.141 billion yuan, the Wenzhou Gang had net buy orders of 9.8885 million yuan, one institution had net sell orders of 37.218 million yuan, Zuo Shouxinyi had net sell orders of 23.8447 million yuan, and Low Position Mining had net sell orders of 13.0207 million yuan.

1. Shenyu Communication Technology Inc. stated on the interactive platform that the company mainly engages in the research and development, production, and sales of high-frequency radio frequency coaxial cables. The products can be used in aerospace and other fields, mainly for radar, high-frequency signal transmission, precision instrument and equipment, and other fields.

Shenzhen Woer Heat-Shrinkable Material (Copper Cable High-Speed Connection + AI).

The stock hit the limit down, with a turnover rate of 9.56% and a turnover of 1.83 billion yuan throughout the day.

One institution had net buy orders of 14.9964 million yuan, two institutions had net sell orders of 74.4229 million yuan, and the Shenzhen-Hong Kong Stock Connect had net sell orders of 48.5576 million yuan.

Subsidiaries Dongguan Electronics and Shanghai Electronics under the company's control plan to increase their shareholdings to Shenzhen Tefa, another subsidiary of the company, with a total of RMB 200 million in self-owned funds. Among them, Shenzhen Tefa's registered capital will be increased by RMB 104.7 million, and the remaining RMB 95.3 million will be included in its capital reserve.

Qiming Information Technology (change of controlling shareholder + vehicle-road cooperation + satellite navigation + IT services)

The stock price hit a new high last Friday and fell to the limit today. The turnover rate for the whole day was 22.51%, with a transaction volume of 2.122 billion yuan.

Ningbo Fusangtian Road net purchased RMB 11.7147 million; Shenzhen-Hong Kong Stock Connect net sold RMB 58.5986 million; Siming South Road net sold RMB 52.4062 million; Institution 1 net sold RMB 31.0469 million; Quantitative Fund net sold RMB 23.2058 million.

The main business is enterprise digital management, innovative operation services, and smart car electronics. The main products or services include the three major product lines of iEnter, iManu, and iSupply.

The company's car-road network cloud map integration solution adopts advanced autonomous driving technology, intelligent transportation information infrastructure, wireless communication, new generation internet technology and high-precision map technology.

Key trading stocks of institutions:

Fuchun Technology: up 20cm, the turnover rate for the whole day was 9.13%, and the transaction volume was 0.239 billion yuan. Quantitative strategy bought a net of 9.361 million yuan, and institution 1 sold net 3.3662 million yuan.

Tengda Technology: up limit, the turnover rate for the whole day was 24.35%, and the transaction volume was 0.438 billion yuan. Sunan Gang bought a net of RMB 10.3912 million; Ningbo Fusangtian Road sold net RMB 6.7443 million; Low position mining sold net RMB 5.0208 million.

Chongqing Zonsen Power Machinery: down 5.42%, the turnover rate for the whole day was 31.36%, and the transaction volume was 4.253 billion yuan. Institution 1 bought a net of RMB 54.7136 million; Hujialou bought a net of RMB 10.548 million, and Shenzhen-Hong Kong Stock Connect sold a net of RMB 7.333 million.

Offcn Education Technology: up limit, the turnover rate for the whole day was 4.08%, and the transaction volume was 0.435 billion yuan. Zuoshouxin bought a net of RMB 22.0186 million, Shenzhen-Hong Kong Stock Connect bought a net of RMB 12.1024 million, Yitian Road bought a net of 11.4631 million yuan, Shandong Gang sold a net of RMB 16.1504 million, and Qujiangchi sold a net of 13.14 million yuan.

Dazhong Transportation (Group) Co., Ltd.: up limit, the turnover rate for the whole day was 31.87%, and the transaction volume was 5.314 billion yuan. Yuge bought a net of RMB 51.7438 million, and Ningbo Fusangtian Road bought a net of RMB 51.651 million.

Aerospace Hi-Tech Holding Group: up limit, the turnover rate for the whole day was 14.48%, and the transaction volume was 1.384 billion yuan. Chaogu Yangjia bought a net of RMB 34.9998 million, and Xu Liusheng sold a net of RMB 17.7585 million.

Guanxiang Technology: up 20cm, the turnover rate for the whole day was 33.57%, and the transaction volume was 0.362 billion yuan. Institution 1 net bought a net of RMB 21.3304 million, quantitative strategy bought a net of RMB 13.2519 million, and Shandong Gang sold a net of RMB 3.8922 million.

In the Longhu list, there is one stock related to the HK->SH Special Trading Seat with a net selling of RMB 5.173 million for Lukang Pharmaceutical.

In the Longhu list, there are 13 stocks related to the HK->SZ Special Trading Seat.

Net purchase of Jiangling Motors Corporation by RMB 58.6799 million, Shanzigaoke by RMB 22.3899 million, Beijing Starneto Technology by RMB 18.7856 million, and Net purchase of Zotye Automobile by RMB 11.3459 million.

Net sales of Qiming Information Technology by RMB 58.5986 million, Shenzhen Woer Heat-shrinkable Material by RMB 48.5576 million, Shenzhen Konka Group Co., Ltd. by RMB 21.2822 million, and Aisidi by RMB 17.3765 million.

Yoozoo operation dynamics:

Hujialou: Net purchase of Uroica Precision Information Engineering by RMB 36.73 million, Weichai Heavy Machinery by RMB 33.84 million, and Chongqing Zonsen Power Machinery by RMB 10.55 million.

Chaogu Yangjia: Net purchase of Aerospace Hi-Tech Holding Group by RMB 34.9998 million, and Net sales of Weichai Heavy Machinery by RMB 1.814 million.

Sunan Gang: net buying of Tengda Technology 10.39 million yuan, Uroica 9.073 million yuan, and Anbang Guard 5.316 million yuan. Net selling of Qitian Technology Group 7.527 million yuan.

Shandong Gang: net buying of Uroica 14.21 million yuan, net selling of Offcn Education Technology 16.15 million yuan.

West Lake International Trade: net buying of Shanghai Jin Jiang Online Network Service 15.36 million yuan, net selling of Guangzhou Tongda Auto Electric 7.148 million yuan.